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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K ﹤0.01%
75
377
$7K ﹤0.01%
70
-100
378
$7K ﹤0.01%
139
379
$7K ﹤0.01%
75
-100
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$7K ﹤0.01%
150
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$7K ﹤0.01%
27
+5
382
$6K ﹤0.01%
81
383
$6K ﹤0.01%
+112
384
$6K ﹤0.01%
87
385
$6K ﹤0.01%
50
-50
386
$5K ﹤0.01%
+83
387
$5K ﹤0.01%
177
388
$5K ﹤0.01%
+53
389
$5K ﹤0.01%
62
390
$5K ﹤0.01%
46
391
$5K ﹤0.01%
4
392
$5K ﹤0.01%
974
393
$5K ﹤0.01%
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394
$5K ﹤0.01%
260
395
$4K ﹤0.01%
182
-83
396
$4K ﹤0.01%
60
-100
397
$4K ﹤0.01%
34
398
$4K ﹤0.01%
125
399
$4K ﹤0.01%
210
400
$4K ﹤0.01%
81
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