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
$657M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.62M
3
+$5.39M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.58M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.83M

Top Sells

1
+$7.62M
2
+$7.2M
3
+$6.02M
4
IP icon
International Paper
IP
+$5.42M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.14M

Sector Composition

1 Technology 8.11%
2 Industrials 7.67%
3 Financials 5.75%
4 Healthcare 5.75%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+88
377
– –
0
378
$5K ﹤0.01%
120
-360
379
$5K ﹤0.01%
789
380
$5K ﹤0.01%
+142
381
$5K ﹤0.01%
110
-330
382
$4K ﹤0.01%
+200
383
$4K ﹤0.01%
+232
384
$4K ﹤0.01%
89
385
$4K ﹤0.01%
12
386
$3K ﹤0.01%
200
387
$3K ﹤0.01%
+125
388
$3K ﹤0.01%
995
389
$3K ﹤0.01%
376
-4,758
390
$3K ﹤0.01%
90
-750
391
$3K ﹤0.01%
93
392
$2K ﹤0.01%
140
393
$2K ﹤0.01%
19
394
$2K ﹤0.01%
+240
395
$2K ﹤0.01%
+84
396
$2K ﹤0.01%
100
397
$1K ﹤0.01%
31
398
$1K ﹤0.01%
9
-372
399
$1K ﹤0.01%
12
-613
400
$1K ﹤0.01%
+7
14 15
16
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