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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+379
377
$5K ﹤0.01%
+87
378
$5K ﹤0.01%
400
379
$5K ﹤0.01%
+765
380
$5K ﹤0.01%
+39
381
$5K ﹤0.01%
200
382
$5K ﹤0.01%
+95
383
$5K ﹤0.01%
176
384
$5K ﹤0.01%
+130
385
$5K ﹤0.01%
+70
386
$5K ﹤0.01%
264
-60
387
$5K ﹤0.01%
279
388
$5K ﹤0.01%
100
389
$5K ﹤0.01%
110
390
$5K ﹤0.01%
+60
391
$5K ﹤0.01%
385
392
$4K ﹤0.01%
81
-70
393
$4K ﹤0.01%
46
394
$4K ﹤0.01%
34
395
$4K ﹤0.01%
320
396
$4K ﹤0.01%
6
397
$3K ﹤0.01%
353
398
$3K ﹤0.01%
116
399
$3K ﹤0.01%
87
400
$3K ﹤0.01%
75
-75
14 15
16
17 18