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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.62M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.83M

Top Sells

1
+$7.62M
2
+$7.2M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+192
352
– –
0
353
$11K ﹤0.01%
+180
354
– –
0
355
– –
0
356
$10K ﹤0.01%
563
357
$10K ﹤0.01%
+300
358
$10K ﹤0.01%
400
359
– –
0
360
$9K ﹤0.01%
220
361
$8K ﹤0.01%
114
362
$8K ﹤0.01%
409
-1,114
363
$8K ﹤0.01%
408
-45
364
$8K ﹤0.01%
243
365
$7K ﹤0.01%
+200
366
$7K ﹤0.01%
100
367
$7K ﹤0.01%
200
368
$7K ﹤0.01%
200
369
$7K ﹤0.01%
+320
370
$7K ﹤0.01%
570
371
$7K ﹤0.01%
400
+200
372
$6K ﹤0.01%
+202
373
$6K ﹤0.01%
100
374
$6K ﹤0.01%
+81
375
$5K ﹤0.01%
70
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