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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+40
452
$1K ﹤0.01%
665
453
$1K ﹤0.01%
39
454
$1K ﹤0.01%
12
455
$1K ﹤0.01%
5
456
$1K ﹤0.01%
4
457
$1K ﹤0.01%
43
458
$1K ﹤0.01%
56
459
$1K ﹤0.01%
7
460
$1K ﹤0.01%
72
-4
461
$1K ﹤0.01%
13
462
$1K ﹤0.01%
33
463
$1K ﹤0.01%
40
464
$1K ﹤0.01%
14
465
– –
-60
466
– –
-4
467
– –
-1,000
468
– –
-121
469
– –
-70
470
– –
-26,300
471
– –
-294
472
– –
-2,150
473
– –
-400
474
– –
-27
475
– –
-341
17 18
19
20 21