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
176
$236K 0.03%
3,028
177
$235K 0.03%
17,965
178
$233K 0.03%
4,093
179
$233K 0.03%
3,300
180
$225K 0.03%
4,590
181
$224K 0.03%
2,096
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182
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1,707
183
$224K 0.03%
1,227
184
$223K 0.03%
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-50
185
$220K 0.03%
2,503
-270
186
$219K 0.03%
4,984
-525
187
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5,200
188
$218K 0.03%
5,771
-700
189
$217K 0.03%
8,000
190
$213K 0.03%
279
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191
$213K 0.03%
2,150
-322
192
$211K 0.03%
5,513
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193
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2,465
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194
$201K 0.02%
6,137
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195
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2,175
196
$189K 0.02%
5,060
-94
197
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1,541
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198
$185K 0.02%
1,351
-685
199
$170K 0.02%
1,235
200
$164K 0.02%
3,589
-54
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