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
$827M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$4.65M
3
+$2.34M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$2.31M
5
MMM icon
3M
MMM
+$2.31M

Top Sells

1
+$4.82M
2
+$4.73M
3
+$3.35M
4
MCD icon
McDonald's
MCD
+$2.95M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.74M

Sector Composition

1 Technology 11.54%
2 Healthcare 10.42%
3 Consumer Staples 6.07%
4 Financials 5.8%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$106K 0.01%
1,900
+1,550
227
$106K 0.01%
2,900
228
$104K 0.01%
600
+500
229
$104K 0.01%
2,150
230
$103K 0.01%
+3,000
231
$102K 0.01%
1,350
232
$101K 0.01%
700
233
$101K 0.01%
+400
234
$100K 0.01%
1,280
-320
235
$99K 0.01%
549
-135
236
$98K 0.01%
339
+300
237
$95K 0.01%
1,375
-2,285
238
$92K 0.01%
320
239
$89K 0.01%
925
240
$88K 0.01%
1,276
241
$88K 0.01%
1,075
242
$87K 0.01%
600
243
$85K 0.01%
2,270
244
$84K 0.01%
316
245
$82K 0.01%
530
246
$81K 0.01%
575
-161
247
$80K 0.01%
1,068
248
$71K 0.01%
513
249
$70K 0.01%
1,076
+154
250
$69K 0.01%
+3,000
8 9
10
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