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
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.22M
3
+$4.26M
4
TNL icon
Travel + Leisure Co
TNL
+$4.11M
5
IBM icon
IBM
IBM
+$3.99M

Top Sells

1
+$9.01M
2
+$7.27M
3
+$6.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M
5
WFC icon
Wells Fargo
WFC
+$5.75M

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%
+960
352
$20K ﹤0.01%
400
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%
500
364
$14K ﹤0.01%
530
365
$14K ﹤0.01%
600
366
$14K ﹤0.01%
200
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%
353
-50
375
$11K ﹤0.01%
+345
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