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
201
$158K 0.02%
3,135
-200
202
$147K 0.02%
1,462
203
$141K 0.02%
10,242
204
$132K 0.02%
1,911
-125
205
$129K 0.02%
1,274
-20
206
$126K 0.02%
850
207
$124K 0.02%
2,335
-145
208
$123K 0.02%
250
-105
209
$123K 0.02%
2,600
210
$120K 0.01%
1,580
211
$117K 0.01%
2,417
-89
212
$114K 0.01%
3,000
213
$104K 0.01%
1,371
+560
214
$103K 0.01%
415
-364
215
$100K 0.01%
2,000
216
$100K 0.01%
1,205
217
$99K 0.01%
2,150
218
$96K 0.01%
545
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219
$94K 0.01%
1,350
220
$91K 0.01%
903
221
$90K 0.01%
1,491
-2,199
222
$90K 0.01%
316
223
$90K 0.01%
320
-8
224
$87K 0.01%
352
-27
225
$85K 0.01%
5,000
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9
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