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
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.03M
3
+$3.96M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$12.4M
2
+$5.04M
3
+$4.78M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.54M
5
NOC icon
Northrop Grumman
NOC
+$4M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
114
377
$9K ﹤0.01%
68
+66
378
$9K ﹤0.01%
95
379
$9K ﹤0.01%
641
+1
380
$9K ﹤0.01%
+100
381
$9K ﹤0.01%
449
382
$9K ﹤0.01%
1,000
383
$8K ﹤0.01%
200
384
$8K ﹤0.01%
39
385
$8K ﹤0.01%
165
-625
386
$8K ﹤0.01%
100
387
$8K ﹤0.01%
400
388
$8K ﹤0.01%
+500
389
$7K ﹤0.01%
30
-55
390
$7K ﹤0.01%
87
391
$7K ﹤0.01%
400
392
$7K ﹤0.01%
30
+5
393
$7K ﹤0.01%
+187
394
$7K ﹤0.01%
200
395
$7K ﹤0.01%
+235
396
$7K ﹤0.01%
433
-202
397
$7K ﹤0.01%
320
398
$7K ﹤0.01%
110
399
$6K ﹤0.01%
81
400
$6K ﹤0.01%
353
14 15
16
17 18