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
126
$602K 0.07%
5,961
-94
127
$592K 0.07%
29,312
-1,436
128
$588K 0.07%
11,844
129
$587K 0.07%
2,349
-40
130
$550K 0.07%
5,513
-600
131
$548K 0.07%
2,050
-200
132
$529K 0.06%
1
133
$528K 0.06%
5,200
134
$511K 0.06%
888
-8,180
135
$492K 0.06%
19,050
-930
136
$483K 0.06%
8,300
+3,000
137
$476K 0.06%
1,350
-59
138
$475K 0.06%
4,378
139
$473K 0.06%
25,000
140
$460K 0.06%
11,685
141
$437K 0.05%
3,358
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142
$435K 0.05%
7,928
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143
$422K 0.05%
3,020
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144
$409K 0.05%
1,795
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145
$395K 0.05%
16,800
146
$383K 0.05%
8,300
147
$378K 0.05%
7,700
148
$367K 0.05%
18,727
149
$362K 0.04%
3,616
150
$357K 0.04%
26,300
-11,600
4 5
6
7 8