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
276
$48K 0.01%
+350
277
$46K 0.01%
100
278
$45K 0.01%
186
279
$45K 0.01%
2,165
280
$44K 0.01%
1,730
281
$43K 0.01%
125
282
$43K 0.01%
4,075
283
$42K 0.01%
100
284
$42K 0.01%
1,565
285
$41K 0.01%
596
-298
286
$40K ﹤0.01%
+350
287
$39K ﹤0.01%
114
288
$38K ﹤0.01%
640
289
$38K ﹤0.01%
1,146
-11,893
290
$38K ﹤0.01%
1,035
291
$38K ﹤0.01%
582
-285
292
$38K ﹤0.01%
310
-378
293
$37K ﹤0.01%
763
-5,893
294
$36K ﹤0.01%
908
-108
295
$36K ﹤0.01%
122
-75
296
$36K ﹤0.01%
+500
297
$36K ﹤0.01%
+575
298
$36K ﹤0.01%
535
299
$36K ﹤0.01%
353
300
$35K ﹤0.01%
+1,300
10 11
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