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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.06M
3
+$3.47M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.89M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.72M

Top Sells

1
+$8.32M
2
+$8.11M
3
+$7.56M
4
CSCO icon
Cisco
CSCO
+$5.78M
5
HON icon
Honeywell
HON
+$5.66M

Sector Composition

1 Healthcare 7.21%
2 Technology 6.64%
3 Industrials 5.97%
4 Financials 5.95%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
7
427
$1K ﹤0.01%
+10
428
$1K ﹤0.01%
250
429
$1K ﹤0.01%
35
430
– –
-875
431
$0 ﹤0.01%
8
432
– –
-88
433
– –
-9,560
434
– –
-900
435
– –
-600
436
$0 ﹤0.01%
27
437
– –
-81
438
$0 ﹤0.01%
23
-1
439
$0 ﹤0.01%
1
440
– –
-220
441
– –
-1,052
442
– –
-6
443
– –
-400
444
– –
-180,194
445
– –
-9
446
– –
-12
447
– –
-353
448
– –
-202
449
– –
-295
450
– –
-12
15 16 17
18
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