1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.73M 1.27%
354,431
+45,090
27
$8.66M 1.26%
451,845
+83,133
28
$8.39M 1.22%
169,904
+1,996
29
$8.22M 1.2%
208,628
+45,126
30
$8.12M 1.18%
139,107
+4,651
31
$8.11M 1.18%
84,218
+1,038
32
$7.76M 1.13%
149,785
+4,731
33
$7.56M 1.1%
60,929
-2,057
34
$7.23M 1.05%
+211,228
35
$7.09M 1.03%
130,735
+120,305
36
$6.91M 1.01%
309,314
+35,506
37
$6.43M 0.94%
69,545
-1,117
38
$6.42M 0.94%
74,721
+17,688
39
$6.34M 0.92%
72,388
+3,440
40
$6.06M 0.88%
38,520
-1,120
41
$5.8M 0.85%
17,267
-2,657
42
$5.54M 0.81%
288,772
+79,418
43
$5.4M 0.79%
139,722
-791
44
$5.39M 0.79%
53,771
+2,361
45
$5.34M 0.78%
72,940
-1,040
46
$5.01M 0.73%
81,302
+2,303
47
$4.91M 0.72%
15,555
+386
48
$4.75M 0.69%
21,419
-108
49
$4.55M 0.66%
43,801
+764
50
$4.54M 0.66%
214,149
-243,140
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