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
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.03M
3
+$3.96M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$12.4M
2
+$5.04M
3
+$4.78M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.54M
5
NOC icon
Northrop Grumman
NOC
+$4M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
92
352
$13K ﹤0.01%
490
+290
353
$13K ﹤0.01%
+575
354
$13K ﹤0.01%
1,000
355
$13K ﹤0.01%
60
356
$13K ﹤0.01%
+35
357
$12K ﹤0.01%
230
+30
358
$12K ﹤0.01%
563
359
$12K ﹤0.01%
+55
360
$12K ﹤0.01%
500
361
$11K ﹤0.01%
+50
362
$11K ﹤0.01%
351
363
$11K ﹤0.01%
1,000
364
$11K ﹤0.01%
2,500
365
$11K ﹤0.01%
800
366
$10K ﹤0.01%
822
367
$10K ﹤0.01%
+500
368
$10K ﹤0.01%
+306
369
$10K ﹤0.01%
257
370
$10K ﹤0.01%
39
371
$9K ﹤0.01%
278
372
$9K ﹤0.01%
177
373
$9K ﹤0.01%
100
374
$9K ﹤0.01%
+185
375
$9K ﹤0.01%
+78
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