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
426
$3K ﹤0.01%
424
427
$3K ﹤0.01%
152
428
$3K ﹤0.01%
150
-423
429
$3K ﹤0.01%
152
-112
430
$3K ﹤0.01%
+80
431
$3K ﹤0.01%
45
432
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50
433
$3K ﹤0.01%
500
434
$3K ﹤0.01%
+22
435
$3K ﹤0.01%
4,900
436
$2K ﹤0.01%
+56
437
$2K ﹤0.01%
+83
438
$2K ﹤0.01%
+35
439
$2K ﹤0.01%
70
440
$2K ﹤0.01%
+10
441
$2K ﹤0.01%
+22
442
$2K ﹤0.01%
+4
443
$2K ﹤0.01%
+7
444
$2K ﹤0.01%
+12
445
$2K ﹤0.01%
+17
446
$2K ﹤0.01%
+6
447
$1K ﹤0.01%
+16
448
$1K ﹤0.01%
+7
449
$1K ﹤0.01%
+4
450
$1K ﹤0.01%
79
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