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
26
$8.38M 1.18%
+160,249
27
$8.14M 1.15%
63,688
+7,591
28
$8.09M 1.14%
55,882
+420
29
$8.09M 1.14%
71,801
+560
30
$7.8M 1.1%
65,749
-6,292
31
$7.63M 1.07%
33,657
+33,385
32
$7.59M 1.07%
182,184
-1,739
33
$7.51M 1.06%
185,268
+2,790
34
$7.34M 1.03%
235,855
+3,636
35
$7.2M 1.01%
189,899
+7,791
36
$6.96M 0.98%
75,085
-6,027
37
$6.54M 0.92%
60,000
-4,160
38
$6.32M 0.89%
137,378
-2,115
39
$6.31M 0.89%
301,237
-54,829
40
$6.13M 0.86%
35,084
+1,255
41
$5.81M 0.82%
+337,087
42
$5.54M 0.78%
72,858
+11,274
43
$5.53M 0.78%
60,691
+27,920
44
$5.44M 0.77%
25,518
+2,245
45
$5.21M 0.73%
13,752
+456
46
$4.95M 0.7%
78,669
-105,656
47
$4.56M 0.64%
42,950
-1,870
48
$4.52M 0.64%
63,218
+6,808
49
$3.87M 0.55%
17,710
+363
50
$3.75M 0.53%
69,116
+6,647
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