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
401
$6K ﹤0.01%
+400
402
$6K ﹤0.01%
176
403
$6K ﹤0.01%
34
404
$6K ﹤0.01%
362
405
$6K ﹤0.01%
279
406
$6K ﹤0.01%
200
407
$6K ﹤0.01%
1,000
408
$6K ﹤0.01%
490
409
$5K ﹤0.01%
+260
410
$5K ﹤0.01%
564
-201
411
$5K ﹤0.01%
46
412
$5K ﹤0.01%
60
413
$4K ﹤0.01%
+105
414
$4K ﹤0.01%
+255
415
$4K ﹤0.01%
+15
416
$4K ﹤0.01%
100
417
$4K ﹤0.01%
+110
418
$4K ﹤0.01%
116
419
$4K ﹤0.01%
87
420
$4K ﹤0.01%
+67
421
$4K ﹤0.01%
75
422
$4K ﹤0.01%
+70
423
$4K ﹤0.01%
+1,000
424
$3K ﹤0.01%
+62
425
$3K ﹤0.01%
+12
15 16
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