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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
$585M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.33M
3
+$4.68M
4
TNL icon
Travel + Leisure Co
TNL
+$4.26M
5
IBM icon
IBM
IBM
+$4.11M

Top Sells

1
+$8.73M
2
+$8.44M
3
+$6.58M
4
WFC icon
Wells Fargo
WFC
+$6.51M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M

Sector Composition

1 Technology 9.95%
2 Financials 7.28%
3 Healthcare 7.02%
4 Industrials 6.37%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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-3,265
453
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454
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-500
455
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0
456
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457
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-900
458
$0 ﹤0.01%
1
459
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460
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-800
461
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-51,336
462
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-200
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-560
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$0 ﹤0.01%
8
-1,800
465
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466
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0
467
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-17,846
468
– –
-100
469
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470
$0 ﹤0.01%
16
471
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-193,628
472
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-281,490
473
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-309,289
474
$0 ﹤0.01%
9
475
– –
-20
17 18
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