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
$638M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.53M
3
+$9.1M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.53M
5
PEP icon
PepsiCo
PEP
+$7.24M

Top Sells

1
+$7.28M
2
+$7.07M
3
+$6.58M
4
FIS icon
Fidelity National Information Services
FIS
+$4.44M
5
MS icon
Morgan Stanley
MS
+$3.74M

Sector Composition

1 Technology 8.19%
2 Consumer Staples 6.04%
3 Healthcare 5.77%
4 Financials 5.7%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.74M 1.21%
156,990
+2,200
27
$7.7M 1.21%
135,600
+3,461
28
$7.59M 1.19%
147,908
+7,199
29
$7.58M 1.19%
161,013
-4,388
30
$7.53M 1.18%
+372,948
31
$7.52M 1.18%
93,127
+14,767
32
$7.33M 1.15%
14,684
+520
33
$7.32M 1.15%
165,447
+85,514
34
$7.17M 1.12%
75,023
+4,127
35
$7.11M 1.11%
56,267
-622
36
$7.11M 1.11%
76,746
+42,752
37
$7.09M 1.11%
106,006
+14,227
38
$7.02M 1.1%
52,545
+8,562
39
$6.93M 1.09%
48,176
-375
40
$6.88M 1.08%
49,801
+7,670
41
$6.74M 1.06%
+321,057
42
$6.65M 1.04%
71,695
-6,328
43
$6.43M 1.01%
110,950
+18,958
44
$6.42M 1.01%
81,523
+3,233
45
$6.39M 1%
21,625
+16,121
46
$6.24M 0.98%
+310,759
47
$6.15M 0.96%
247,429
+52,884
48
$5.71M 0.89%
88,662
+5,410
49
$5.62M 0.88%
133,168
+4,242
50
$5.55M 0.87%
116,552
+5,064
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