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
$816M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.57M
3
+$2.63M
4
DOCS icon
Doximity
DOCS
+$2.59M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.58M

Top Sells

1
+$12.9M
2
+$9.39M
3
+$7.38M
4
PFE icon
Pfizer
PFE
+$6.33M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.86M

Sector Composition

1 Technology 12.98%
2 Healthcare 10.44%
3 Financials 6.45%
4 Consumer Staples 5.11%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.31M 0.53%
56,410
+46,705
52
$4.3M 0.53%
62,469
+3,842
53
$4.07M 0.5%
191,225
-275,654
54
$3.78M 0.46%
30,349
-309
55
$3.54M 0.43%
48,060
+35,688
56
$3.47M 0.42%
20,903
-1,041
57
$3.41M 0.42%
13,348
-30
58
$3.08M 0.38%
28,190
+1,308
59
$3.07M 0.38%
19,335
-656
60
$2.97M 0.36%
21,707
-1,948
61
$2.85M 0.35%
13,447
-257
62
$2.76M 0.34%
37,063
+522
63
$2.76M 0.34%
9,209
-246
64
$2.75M 0.34%
16,980
-79,590
65
$2.74M 0.34%
14,653
-3,840
66
$2.7M 0.33%
32,739
-5,055
67
$2.69M 0.33%
32,771
+9,726
68
$2.62M 0.32%
50,192
+49,692
69
$2.51M 0.31%
28,447
-663
70
$2.49M 0.3%
5,507
-47
71
$2.4M 0.29%
54,845
-2,563
72
$2.2M 0.27%
23,451
-247
73
$2.1M 0.26%
9,482
-990
74
$2.1M 0.26%
9,427
+186
75
$2.09M 0.26%
6,318
+285
1 2
3
4 5