1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.33M
3
+$4.68M
4
TNL icon
Travel + Leisure Co
TNL
+$4.26M
5
IBM icon
IBM
IBM
+$4.11M

Top Sells

1
+$8.73M
2
+$8.44M
3
+$6.58M
4
WFC icon
Wells Fargo
WFC
+$6.51M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M

Sector Composition

1 Technology 9.95%
2 Financials 7.28%
3 Healthcare 7.02%
4 Industrials 6.37%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
400
352
$20K ﹤0.01%
1,094
353
$19K ﹤0.01%
300
354
$19K ﹤0.01%
80
-35
355
$18K ﹤0.01%
396
356
$18K ﹤0.01%
1,000
357
$18K ﹤0.01%
279
358
$18K ﹤0.01%
822
359
$16K ﹤0.01%
100
360
$15K ﹤0.01%
+237
361
$15K ﹤0.01%
+265
362
$15K ﹤0.01%
600
363
$14K ﹤0.01%
200
364
$14K ﹤0.01%
500
365
$14K ﹤0.01%
530
366
$14K ﹤0.01%
600
367
$13K ﹤0.01%
1,000
368
$13K ﹤0.01%
124
369
$13K ﹤0.01%
200
370
$12K ﹤0.01%
321
371
$12K ﹤0.01%
85
372
$12K ﹤0.01%
741
373
– –
0
374
$11K ﹤0.01%
+345
375
$11K ﹤0.01%
353
-50
13 14
15
16 17