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
101
$1.11M 0.14%
13,552
102
$1.1M 0.14%
21,374
-7,172
103
$1.1M 0.14%
10,240
-60
104
$1.1M 0.13%
25,398
+9,298
105
$1.09M 0.13%
15,348
+1,232
106
$1.09M 0.13%
10,039
107
$1.05M 0.13%
20,187
+88
108
$1.05M 0.13%
5,683
-99
109
$1.04M 0.13%
10,783
110
$1.02M 0.13%
7,562
+4,789
111
$1M 0.12%
36,189
+5,118
112
$959K 0.12%
19,332
+1,598
113
$956K 0.12%
4,505
-28
114
$939K 0.12%
10,326
-391
115
$918K 0.11%
14,621
116
$847K 0.1%
2,336
-1,117
117
$824K 0.1%
6,089
+574
118
$787K 0.1%
27,396
119
$749K 0.09%
3,000
120
$738K 0.09%
1,777
-31
121
$733K 0.09%
1,661
-21,281
122
$727K 0.09%
6,289
+6,190
123
$653K 0.08%
12,987
124
$642K 0.08%
7,026
-743
125
$635K 0.08%
6,475
-78
3 4
5
6 7