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
$686M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.52M
3
+$3.22M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.4M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.09M

Top Sells

1
+$5.16M
2
+$3.85M
3
+$3.54M
4
AAPL icon
Apple
AAPL
+$2.51M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.54M

Sector Composition

1 Technology 11.37%
2 Healthcare 10.22%
3 Communication Services 4.94%
4 Consumer Staples 4.37%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.2%
12,774
-299
77
$1.28M 0.19%
20,072
-1,874
78
$1.14M 0.17%
6,686
-36
79
$1.12M 0.16%
7,481
-262
80
$1.12M 0.16%
85,515
-34,120
81
$1.1M 0.16%
8,223
-59
82
$1.09M 0.16%
1,935
83
$1.06M 0.16%
31,021
-350
84
$1.02M 0.15%
11,117
-10
85
$1.01M 0.15%
6,128
-8
86
$978K 0.14%
24,238
87
$964K 0.14%
13,730
-186
88
$932K 0.14%
11,807
-108
89
$916K 0.13%
1,176
90
$894K 0.13%
20,431
91
$873K 0.13%
2,932
-1,331
92
$868K 0.13%
13,950
93
$864K 0.13%
5,209
-70
94
$845K 0.12%
5,365
-1,585
95
$840K 0.12%
14,621
-125
96
$830K 0.12%
5,609
-150
97
$791K 0.12%
15,582
-1,371
98
$784K 0.11%
15,372
-532
99
$758K 0.11%
17,223
+4,251
100
$734K 0.11%
3,873
-39
2 3
4
5 6