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
401
$3K ﹤0.01%
+59
402
$3K ﹤0.01%
+45
403
$2K ﹤0.01%
424
404
$2K ﹤0.01%
152
405
$2K ﹤0.01%
33
-63,515
406
$2K ﹤0.01%
50
407
$2K ﹤0.01%
500
408
$1K ﹤0.01%
+1,825
409
$1K ﹤0.01%
31
410
$1K ﹤0.01%
70
411
$1K ﹤0.01%
23
412
$1K ﹤0.01%
7
413
$1K ﹤0.01%
40
414
$1K ﹤0.01%
88
-1
415
$1K ﹤0.01%
53
+20
416
$1K ﹤0.01%
35
417
– –
-41
418
– –
-58
419
$0 ﹤0.01%
1
420
– –
-113
421
– –
-22
422
– –
-150
423
– –
-38
424
– –
-1,050
425
– –
-71
15 16
17
18 19