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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
100
327
$15K ﹤0.01%
200
328
$15K ﹤0.01%
+560
329
$15K ﹤0.01%
120
-4
330
$14K ﹤0.01%
1,530
331
$14K ﹤0.01%
822
332
$14K ﹤0.01%
1,000
333
$14K ﹤0.01%
360
334
$13K ﹤0.01%
100
335
$13K ﹤0.01%
200
336
$13K ﹤0.01%
1,331
-970
337
$13K ﹤0.01%
+309
338
$13K ﹤0.01%
275
339
$12K ﹤0.01%
341
-454
340
$12K ﹤0.01%
250
-101
341
$12K ﹤0.01%
150
342
$12K ﹤0.01%
70
-15
343
$12K ﹤0.01%
164
344
$12K ﹤0.01%
54
-6
345
$11K ﹤0.01%
233
346
$11K ﹤0.01%
790
347
$11K ﹤0.01%
100
348
$11K ﹤0.01%
200
349
$11K ﹤0.01%
234
350
$11K ﹤0.01%
+178
12 13
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