1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.03M
3
+$3.96M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$12.4M
2
+$5.04M
3
+$4.78M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.54M
5
NOC icon
Northrop Grumman
NOC
+$4M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K ﹤0.01%
500
327
$18K ﹤0.01%
+200
328
$18K ﹤0.01%
+152
329
$18K ﹤0.01%
250
330
$18K ﹤0.01%
124
331
$18K ﹤0.01%
+1,740
332
$17K ﹤0.01%
140
333
$17K ﹤0.01%
+320
334
$17K ﹤0.01%
+100
335
$17K ﹤0.01%
200
336
$17K ﹤0.01%
50
-165
337
$17K ﹤0.01%
1,094
338
$16K ﹤0.01%
439
339
$16K ﹤0.01%
438
340
$15K ﹤0.01%
+100
341
$15K ﹤0.01%
705
342
$15K ﹤0.01%
+150
343
$15K ﹤0.01%
100
344
$15K ﹤0.01%
245
+115
345
$15K ﹤0.01%
320
346
$14K ﹤0.01%
+555
347
$14K ﹤0.01%
114
348
$14K ﹤0.01%
100
349
$14K ﹤0.01%
100
350
$13K ﹤0.01%
350
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