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
251
$69K 0.01%
317
252
$69K 0.01%
983
+265
253
$67K 0.01%
1,740
254
$67K 0.01%
230
+39
255
$65K 0.01%
+400
256
$65K 0.01%
4,125
257
$65K 0.01%
+1,600
258
$64K 0.01%
+2,000
259
$64K 0.01%
+1,250
260
$64K 0.01%
1,400
+1,200
261
$62K 0.01%
738
262
$62K 0.01%
4,800
+1,800
263
$61K 0.01%
2,255
-178,063
264
$61K 0.01%
+2,000
265
$61K 0.01%
250
+200
266
$59K 0.01%
400
267
$57K 0.01%
+300
268
$56K 0.01%
+700
269
$53K 0.01%
150
-50
270
$53K 0.01%
500
271
$52K 0.01%
538
-5,854
272
$50K 0.01%
133
-122
273
$50K 0.01%
830
274
$49K 0.01%
3,300
-9,700
275
$48K 0.01%
312
-783
9 10
11
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