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
$885M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$2.26M
3
+$2.03M
4
NEM icon
Newmont
NEM
+$1.17M
5
LAZ icon
Lazard
LAZ
+$947K

Top Sells

1
+$4.43M
2
+$3.91M
3
+$2.68M
4
T icon
AT&T
T
+$1.31M
5
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$1.2M

Sector Composition

1 Technology 13.19%
2 Healthcare 12.19%
3 Financials 6.49%
4 Consumer Staples 5.61%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$105K 0.01%
2,000
227
$105K 0.01%
1,205
228
$104K 0.01%
5,000
229
$104K 0.01%
903
-71
230
$101K 0.01%
3,000
231
$100K 0.01%
1,375
232
$97K 0.01%
850
-75
233
$95K 0.01%
700
234
$94K 0.01%
316
235
$94K 0.01%
1,075
236
$88K 0.01%
1,068
237
$86K 0.01%
317
238
$85K 0.01%
1,948
+208
239
$83K 0.01%
1,019
-257
240
$79K 0.01%
300
241
$79K 0.01%
525
-50
242
$78K 0.01%
449
-100
243
$78K 0.01%
449
+49
244
$76K 0.01%
946
-414
245
$76K 0.01%
3,073
246
$75K 0.01%
513
247
$74K 0.01%
3,250
-650
248
$73K 0.01%
1,520
-750
249
$72K 0.01%
350
250
$70K 0.01%
272
+150
8 9
10
11 12