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
501
-143
502
-12
503
$0 ﹤0.01%
92