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
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.22M
3
+$4.26M
4
TNL icon
Travel + Leisure Co
TNL
+$4.11M
5
IBM icon
IBM
IBM
+$3.99M

Top Sells

1
+$9.01M
2
+$7.27M
3
+$6.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M
5
WFC icon
Wells Fargo
WFC
+$5.75M

Sector Composition

1 Technology 9.95%
2 Financials 7.28%
3 Healthcare 7.02%
4 Industrials 6.37%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
368
377
$11K ﹤0.01%
106
378
– –
0
379
$10K ﹤0.01%
500
380
$10K ﹤0.01%
+228
381
$10K ﹤0.01%
+256
382
$10K ﹤0.01%
563
383
– –
0
384
$9K ﹤0.01%
1,389
385
$9K ﹤0.01%
322
-642
386
$9K ﹤0.01%
314
-274
387
$9K ﹤0.01%
220
388
$9K ﹤0.01%
200
389
$9K ﹤0.01%
200
390
$9K ﹤0.01%
231
-1,414
391
$8K ﹤0.01%
55
-125
392
$8K ﹤0.01%
+302
393
$8K ﹤0.01%
400
394
$8K ﹤0.01%
+98
395
$8K ﹤0.01%
+488
396
$8K ﹤0.01%
+453
397
$8K ﹤0.01%
+417
398
$8K ﹤0.01%
375
399
$8K ﹤0.01%
+133
400
$8K ﹤0.01%
243
14 15
16
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