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
$638M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.53M
3
+$9.1M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.53M
5
PEP icon
PepsiCo
PEP
+$7.24M

Top Sells

1
+$7.28M
2
+$7.07M
3
+$6.58M
4
FIS icon
Fidelity National Information Services
FIS
+$4.44M
5
MS icon
Morgan Stanley
MS
+$3.74M

Sector Composition

1 Technology 8.19%
2 Consumer Staples 6.04%
3 Healthcare 5.77%
4 Financials 5.7%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
200
352
$14K ﹤0.01%
200
353
$13K ﹤0.01%
+695
354
$13K ﹤0.01%
85
355
$13K ﹤0.01%
741
356
$13K ﹤0.01%
563
357
$13K ﹤0.01%
124
358
$13K ﹤0.01%
500
-1,650
359
– –
0
360
$12K ﹤0.01%
106
361
$11K ﹤0.01%
200
362
$11K ﹤0.01%
500
363
$11K ﹤0.01%
530
364
$11K ﹤0.01%
1,000
365
$11K ﹤0.01%
368
366
– –
0
367
$10K ﹤0.01%
220
368
$10K ﹤0.01%
+224
369
– –
0
370
$10K ﹤0.01%
228
371
$10K ﹤0.01%
256
372
$10K ﹤0.01%
+400
373
– –
0
374
$9K ﹤0.01%
243
375
$9K ﹤0.01%
55
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