1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$3.24M
3
+$2.67M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.62M
5
DOCS icon
Doximity
DOCS
+$2.5M

Top Sells

1
+$11.6M
2
+$8.63M
3
+$7.69M
4
PFE icon
Pfizer
PFE
+$6.34M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.88M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
563
352
$10K ﹤0.01%
363
353
$10K ﹤0.01%
215
354
$10K ﹤0.01%
153
-23,767
355
$10K ﹤0.01%
307
-15
356
$10K ﹤0.01%
+122
357
$10K ﹤0.01%
1,000
358
$9K ﹤0.01%
200
359
$9K ﹤0.01%
140
360
$9K ﹤0.01%
400
361
$9K ﹤0.01%
361
362
$9K ﹤0.01%
+143
363
$9K ﹤0.01%
200
364
$8K ﹤0.01%
93
365
$8K ﹤0.01%
278
366
$8K ﹤0.01%
92
367
$8K ﹤0.01%
89
368
$8K ﹤0.01%
275
369
$8K ﹤0.01%
623
-72
370
$8K ﹤0.01%
+294
371
$8K ﹤0.01%
100
372
$8K ﹤0.01%
+47
373
$8K ﹤0.01%
500
374
$7K ﹤0.01%
75
-100
375
$7K ﹤0.01%
150
13 14
15
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