We are live on ! Find out more
1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
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
+$6.9M
2
+$5.33M
3
+$4.68M
4
TNL icon
Travel + Leisure Co
TNL
+$4.26M
5
IBM icon
IBM
IBM
+$4.11M

Top Sells

1
+$8.73M
2
+$8.44M
3
+$6.58M
4
WFC icon
Wells Fargo
WFC
+$6.51M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.96M

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
476
– –
-20
477
– –
0
478
– –
-460
479
– –
0
480
$0 ﹤0.01%
8
481
– –
-600
482
– –
-125
483
– –
-216
484
– –
-40
485
$0 ﹤0.01%
2
486
$0 ﹤0.01%
19
487
– –
-462
488
$0 ﹤0.01%
+2
489
– –
-30
490
– –
-7,800
491
– –
-400
492
$0 ﹤0.01%
+9
493
– –
0
494
– –
-7,900
495
– –
-603
496
– –
-6,200
497
– –
-247,993
498
– –
-185,478
499
– –
-161
500
– –
0
17 18 19
20
21