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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
790
377
$9K ﹤0.01%
+129
378
$8K ﹤0.01%
278
379
$8K ﹤0.01%
200
380
$8K ﹤0.01%
200
381
$8K ﹤0.01%
93
382
$8K ﹤0.01%
100
+50
383
$8K ﹤0.01%
164
384
$8K ﹤0.01%
200
-249
385
$8K ﹤0.01%
1,000
386
$7K ﹤0.01%
233
387
$7K ﹤0.01%
615
388
$7K ﹤0.01%
400
389
$7K ﹤0.01%
88
+35
390
$7K ﹤0.01%
215
391
$7K ﹤0.01%
500
392
$6K ﹤0.01%
140
393
$6K ﹤0.01%
187
394
$6K ﹤0.01%
+80
395
$6K ﹤0.01%
75
396
$6K ﹤0.01%
100
397
$6K ﹤0.01%
+180
398
$5K ﹤0.01%
92
399
$5K ﹤0.01%
62
400
$5K ﹤0.01%
83
14 15
16
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