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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K ﹤0.01%
42
327
$22K ﹤0.01%
105
328
$22K ﹤0.01%
1,662
329
$22K ﹤0.01%
774
330
$21K ﹤0.01%
+245
331
$21K ﹤0.01%
265
332
$21K ﹤0.01%
+4,003
333
$20K ﹤0.01%
362
334
$20K ﹤0.01%
43
335
$20K ﹤0.01%
+440
336
$20K ﹤0.01%
+560
337
$20K ﹤0.01%
+160
338
$20K ﹤0.01%
111
339
$19K ﹤0.01%
500
340
$18K ﹤0.01%
197
341
$18K ﹤0.01%
850
342
$18K ﹤0.01%
1,345
343
$17K ﹤0.01%
+368
344
$17K ﹤0.01%
705
345
$16K ﹤0.01%
700
346
$16K ﹤0.01%
800
347
$16K ﹤0.01%
795
348
$15K ﹤0.01%
255
349
$15K ﹤0.01%
210
350
$15K ﹤0.01%
274
+74
12 13
14
15 16