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
$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
126
$469K 0.07%
2,250
-42
127
$467K 0.07%
10,600
128
$461K 0.07%
3,914
-229
129
$427K 0.06%
3,406
130
$416K 0.06%
27,500
131
$399K 0.06%
+19,800
132
$374K 0.05%
2,289
133
$364K 0.05%
7,280
+6,400
134
$360K 0.05%
8,191
-1,512
135
$357K 0.05%
9,000
136
$352K 0.05%
18,490
+673
137
$340K 0.05%
13,039
138
$338K 0.05%
2,695
+30
139
$336K 0.05%
3,625
140
$333K 0.05%
1,068
-270
141
$328K 0.05%
6,656
142
$327K 0.05%
15,100
+2,600
143
$324K 0.05%
2,172
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144
$321K 0.05%
7,333
145
$320K 0.05%
1
146
$316K 0.05%
1,484
+639
147
$314K 0.05%
6,738
-1,200
148
$308K 0.04%
14,617
-6,814
149
$307K 0.04%
10,260
-172
150
$307K 0.04%
+20,000
4 5
6
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