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
$710M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.57M
3
+$6.65M
4
KEY icon
KeyCorp
KEY
+$5.81M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.22M

Top Sells

1
+$16M
2
+$6.65M
3
+$6.49M
4
MDT icon
Medtronic
MDT
+$6.06M
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$5.63M

Sector Composition

1 Technology 11.9%
2 Healthcare 10.78%
3 Financials 6.06%
4 Consumer Staples 3.74%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.04%
17,727
-1,000
152
$295K 0.04%
16,438
+131
153
$295K 0.04%
3,382
+3,173
154
$294K 0.04%
+1,518
155
$294K 0.04%
9,013
+189
156
$293K 0.04%
+4,978
157
$292K 0.04%
10,363
+1,103
158
$291K 0.04%
1,943
+1,398
159
$286K 0.04%
7,344
+683
160
$285K 0.04%
13,115
+1,455
161
$278K 0.04%
+6,820
162
$275K 0.04%
2,019
163
$275K 0.04%
843
-11
164
$267K 0.04%
2,621
+525
165
$265K 0.04%
2,462
-452
166
$264K 0.04%
4,314
+4,136
167
$262K 0.04%
1,464
+75
168
$261K 0.04%
1,161
+216
169
$256K 0.04%
13,730
+265
170
$254K 0.04%
8,149
171
$243K 0.03%
3,140
-164
172
$242K 0.03%
10,225
173
$239K 0.03%
+4,519
174
$236K 0.03%
1,702
-12,951
175
$232K 0.03%
2,458
+1,107
5 6
7
8 9