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
151
$356K 0.04%
854
+11
152
$354K 0.04%
1,911
-75
153
$342K 0.04%
16,307
-1
154
$339K 0.04%
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-300
155
$331K 0.04%
2,914
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156
$326K 0.04%
2,019
-20
157
$326K 0.04%
729
158
$316K 0.04%
10,750
159
$309K 0.04%
1,389
160
$308K 0.04%
13,465
161
$301K 0.04%
8,824
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162
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6,661
163
$295K 0.04%
9,260
164
$295K 0.04%
11,660
165
$288K 0.04%
10,225
166
$280K 0.03%
3,304
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167
$272K 0.03%
8,149
168
$263K 0.03%
1,659
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169
$255K 0.03%
4,179
170
$253K 0.03%
5,600
171
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1,100
172
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6,771
-199,901
173
$245K 0.03%
2,049
-308
174
$239K 0.03%
2,800
175
$237K 0.03%
7,150
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