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
501
$0 ﹤0.01%
16
502
-193,628
503
-281,490
504
-309,289
505
$0 ﹤0.01%
9