1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$750M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.03M
3
+$3.96M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.12M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.86M

Top Sells

1
+$12.4M
2
+$5.04M
3
+$4.78M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.54M
5
NOC icon
Northrop Grumman
NOC
+$4M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.11%
3 Financials 5.08%
4 Communication Services 4.56%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.66%
84,408
+3,106
52
$4.8M 0.64%
29,895
+24,686
53
$4.7M 0.63%
55,702
-5,443
54
$4.69M 0.62%
154,685
+8,766
55
$4.43M 0.59%
37,532
-41
56
$4.03M 0.54%
+180,133
57
$3.89M 0.52%
56,751
+2,350
58
$3.87M 0.52%
186,285
+31,260
59
$3.63M 0.48%
17,425
-93
60
$3.17M 0.42%
47,032
+46,212
61
$3.08M 0.41%
22,510
-3
62
$3.02M 0.4%
29,924
-9,730
63
$3M 0.4%
23,054
-1,064
64
$2.6M 0.35%
9,784
-203
65
$2.58M 0.34%
26,606
-25
66
$2.41M 0.32%
54,175
-479
67
$2.32M 0.31%
6,194
-3
68
$2.26M 0.3%
54,806
+23,785
69
$2.13M 0.28%
34,431
-23,130
70
$2.08M 0.28%
26,711
-1,496
71
$2.05M 0.27%
44,575
+15
72
$2.04M 0.27%
14,681
-1,139
73
$1.95M 0.26%
23,591
-450
74
$1.95M 0.26%
35,247
-2,568
75
$1.83M 0.24%
38,121
+31,383
1 2
3
4 5