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
176
$222K 0.03%
6,043
+308
177
$216K 0.03%
3,614
178
$215K 0.03%
1,462
179
$214K 0.03%
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180
$210K 0.03%
6,761
181
$210K 0.03%
2,114
-106
182
$208K 0.03%
7,123
+3,568
183
$205K 0.03%
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-40
184
$201K 0.03%
7,050
+5,875
185
$200K 0.03%
7,545
-1,500
186
$192K 0.03%
6,116
187
$190K 0.03%
13,650
+12,150
188
$188K 0.03%
894
-367
189
$186K 0.03%
4,300
+800
190
$179K 0.03%
3,120
191
$179K 0.03%
6,179
-7,613
192
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1,427
193
$168K 0.02%
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194
$167K 0.02%
1,931
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195
$166K 0.02%
2,104
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196
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2,082
-342
197
$161K 0.02%
5,332
-298
198
$158K 0.02%
3,018
+20
199
$158K 0.02%
+16,800
200
$155K 0.02%
1,429
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