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
176
$232K 0.03%
1,793
+1,278
177
$231K 0.03%
1,100
178
$230K 0.03%
2,800
179
$228K 0.03%
4,853
-1,470
180
$227K 0.03%
1,152
+800
181
$225K 0.03%
2,735
+232
182
$223K 0.03%
5,200
183
$220K 0.03%
5,505
+521
184
$211K 0.03%
4,179
185
$210K 0.03%
+8,984
186
$208K 0.03%
2,049
187
$208K 0.03%
7,150
188
$205K 0.03%
5,100
-500
189
$204K 0.03%
2,465
190
$199K 0.03%
17,965
191
$199K 0.03%
8,000
192
$196K 0.03%
3,028
193
$193K 0.03%
6,173
+36
194
$183K 0.03%
3,300
195
$179K 0.03%
6,173
+1,113
196
$177K 0.02%
5,186
-1,585
197
$177K 0.02%
1,733
+75
198
$170K 0.02%
279
199
$170K 0.02%
1,541
200
$165K 0.02%
4,590
6 7
8
9 10