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
251
$69K 0.01%
3,000
252
$67K 0.01%
390
-140
253
$66K 0.01%
738
254
$63K 0.01%
811
-171
255
$61K 0.01%
400
256
$59K 0.01%
1,850
257
$59K 0.01%
172
+22
258
$58K 0.01%
4,125
259
$56K 0.01%
2,225
260
$53K 0.01%
1,400
261
$49K 0.01%
596
262
$49K 0.01%
350
263
$47K 0.01%
1,035
264
$46K 0.01%
500
265
$45K 0.01%
200
+14
266
$44K 0.01%
2,165
267
$44K 0.01%
4,075
268
$44K 0.01%
1,750
269
$43K ﹤0.01%
123
+23
270
$42K ﹤0.01%
593
-483
271
$42K ﹤0.01%
575
272
$42K ﹤0.01%
1,800
273
$42K ﹤0.01%
1,565
274
$41K ﹤0.01%
700
275
$41K ﹤0.01%
114
9 10
11
12 13