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

Top Buys

1
+$10.2M
2
+$9.52M
3
+$9.1M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$7.54M
5
PEP icon
PepsiCo
PEP
+$6.87M

Top Sells

1
+$7.67M
2
+$7.11M
3
+$6.58M
4
FIS icon
Fidelity National Information Services
FIS
+$4.26M
5
MS icon
Morgan Stanley
MS
+$4.12M

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
476
– –
0
477
– –
-83
478
– –
-87
479
– –
-300
480
– –
-679
481
$0 ﹤0.01%
16
482
$0 ﹤0.01%
9
483
– –
-2
484
– –
-1,900
485
– –
-375
486
– –
-283
487
– –
-345
16 17 18 19
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