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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

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%
200
363
$9K ﹤0.01%
+143
364
$8K ﹤0.01%
278
365
$8K ﹤0.01%
92
366
$8K ﹤0.01%
89
367
$8K ﹤0.01%
275
368
$8K ﹤0.01%
623
-72
369
$8K ﹤0.01%
+294
370
$8K ﹤0.01%
93
371
$8K ﹤0.01%
100
372
$8K ﹤0.01%
+47
373
$8K ﹤0.01%
500
374
$7K ﹤0.01%
615
375
$7K ﹤0.01%
187
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