1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$3.24M
3
+$2.67M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.62M
5
DOCS icon
Doximity
DOCS
+$2.5M

Top Sells

1
+$11.6M
2
+$8.63M
3
+$7.69M
4
PFE icon
Pfizer
PFE
+$6.34M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.88M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
22
-336
427
$1K ﹤0.01%
12
428
$1K ﹤0.01%
5
429
$1K ﹤0.01%
4
430
$1K ﹤0.01%
16
431
$1K ﹤0.01%
7
432
$1K ﹤0.01%
16
433
$1K ﹤0.01%
33
434
$1K ﹤0.01%
40
435
$1K ﹤0.01%
14
436
$1K ﹤0.01%
43
437
$1K ﹤0.01%
10
438
– –
-300
439
– –
-50
440
– –
-55
441
– –
-20
442
– –
-150
443
$0 ﹤0.01%
1
444
– –
-22
445
– –
-200
446
– –
-780
447
– –
-300
448
– –
-223
449
– –
-700
450
– –
-300
16 17
18
19 20