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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
100
352
$14K ﹤0.01%
1,331
353
$14K ﹤0.01%
+586
354
$14K ﹤0.01%
390
355
$13K ﹤0.01%
75
356
$13K ﹤0.01%
342
357
$13K ﹤0.01%
+312
358
$13K ﹤0.01%
120
359
$12K ﹤0.01%
+50
360
$12K ﹤0.01%
200
361
$12K ﹤0.01%
153
362
$11K ﹤0.01%
250
363
$11K ﹤0.01%
822
364
$11K ﹤0.01%
300
365
$11K ﹤0.01%
+230
366
$10K ﹤0.01%
234
367
$10K ﹤0.01%
70
368
$10K ﹤0.01%
290
369
$10K ﹤0.01%
275
370
$10K ﹤0.01%
563
371
$10K ﹤0.01%
100
372
$10K ﹤0.01%
129
-753
373
$10K ﹤0.01%
200
374
$10K ﹤0.01%
150
375
$9K ﹤0.01%
100
13 14
15
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