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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
278
352
$8K ﹤0.01%
175
353
$8K ﹤0.01%
822
354
$8K ﹤0.01%
114
355
$8K ﹤0.01%
257
-166
356
$8K ﹤0.01%
39
357
$8K ﹤0.01%
+289
358
$8K ﹤0.01%
1,000
359
$7K ﹤0.01%
+177
360
$7K ﹤0.01%
25
-25
361
$7K ﹤0.01%
899
362
$7K ﹤0.01%
200
363
$7K ﹤0.01%
110
364
$6K ﹤0.01%
362
365
$6K ﹤0.01%
+490
366
$6K ﹤0.01%
200
+60
367
$6K ﹤0.01%
100
368
$6K ﹤0.01%
200
369
$6K ﹤0.01%
140
-120
370
$6K ﹤0.01%
635
371
$6K ﹤0.01%
100
372
$6K ﹤0.01%
+200
373
$6K ﹤0.01%
400
374
$6K ﹤0.01%
200
375
$6K ﹤0.01%
+1,000
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