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
$663M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.06M
3
+$3.47M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.89M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.72M

Top Sells

1
+$8.32M
2
+$8.11M
3
+$7.56M
4
CSCO icon
Cisco
CSCO
+$5.78M
5
HON icon
Honeywell
HON
+$5.66M

Sector Composition

1 Healthcare 7.21%
2 Technology 6.64%
3 Industrials 5.97%
4 Financials 5.95%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
$9K ﹤0.01%
200
378
$9K ﹤0.01%
114
379
$9K ﹤0.01%
+85
380
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488
-248
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$9K ﹤0.01%
563
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100
383
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200
384
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408
385
$8K ﹤0.01%
570
-180
386
$8K ﹤0.01%
+305
387
$7K ﹤0.01%
200
388
$7K ﹤0.01%
200
389
$7K ﹤0.01%
570
390
$7K ﹤0.01%
300
391
$7K ﹤0.01%
243
392
– –
0
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$6K ﹤0.01%
+55
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$6K ﹤0.01%
100
395
$6K ﹤0.01%
400
396
$6K ﹤0.01%
142
397
$5K ﹤0.01%
+65
398
$5K ﹤0.01%
+218
399
$5K ﹤0.01%
152
-304
400
$5K ﹤0.01%
+23
14 15
16
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