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
201
$154K 0.02%
6,567
-2,963
202
$153K 0.02%
1,100
203
$151K 0.02%
342
204
$150K 0.02%
+10,000
205
$149K 0.02%
5,787
206
$145K 0.02%
2,900
207
$145K 0.02%
4,416
208
$142K 0.02%
851
+197
209
$142K 0.02%
2,472
-328
210
$141K 0.02%
6,501
+1,000
211
$141K 0.02%
1,636
212
$139K 0.02%
1,674
213
$138K 0.02%
5,037
-2,324
214
$134K 0.02%
1,731
215
$133K 0.02%
1,300
216
$131K 0.02%
2,175
217
$130K 0.02%
5,004
218
$129K 0.02%
4,400
+400
219
$127K 0.02%
8,624
220
$119K 0.02%
3,315
+2,600
221
$116K 0.02%
1,000
222
$112K 0.02%
1,235
223
$112K 0.02%
428
-55
224
$103K 0.02%
720
+150
225
$97K 0.01%
+4,590
7 8
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