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

Top Buys

1
+$6.2M
2
+$5.22M
3
+$4.26M
4
TNL icon
Travel + Leisure Co
TNL
+$4.11M
5
IBM icon
IBM
IBM
+$3.99M

Top Sells

1
+$9.01M
2
+$7.27M
3
+$6.58M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M
5
WFC icon
Wells Fargo
WFC
+$5.75M

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
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$0 ﹤0.01%
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485
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487
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$0 ﹤0.01%
+9
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0
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494
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496
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499
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500
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-37
17 18 19
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