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
76
$2.04M 0.25%
4,170
77
$2.03M 0.25%
13,277
-331
78
$2.01M 0.25%
10,516
+8,145
79
$2.01M 0.25%
53,730
+2,970
80
$1.94M 0.24%
10,487
+3,608
81
$1.9M 0.23%
35,310
-3,240
82
$1.87M 0.23%
42,475
+6,134
83
$1.76M 0.22%
45,211
-3,074
84
$1.67M 0.2%
14,111
-544
85
$1.67M 0.2%
20,999
+1,992
86
$1.62M 0.2%
27,255
-6,308
87
$1.54M 0.19%
23,886
88
$1.45M 0.18%
29,306
+11,208
89
$1.4M 0.17%
4,125
-126
90
$1.35M 0.17%
4,720
-183
91
$1.35M 0.17%
8,060
-494
92
$1.34M 0.16%
1,176
93
$1.3M 0.16%
6,346
-83
94
$1.25M 0.15%
51,642
+6,843
95
$1.24M 0.15%
14,584
+6,958
96
$1.21M 0.15%
44,400
-3,000
97
$1.2M 0.15%
6,323
+6,254
98
$1.19M 0.15%
10,657
-262
99
$1.16M 0.14%
5,957
-421
100
$1.15M 0.14%
20,918
2 3
4
5 6