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
276
$40K ﹤0.01%
250
277
$40K ﹤0.01%
535
278
$39K ﹤0.01%
800
-100
279
$38K ﹤0.01%
350
280
$37K ﹤0.01%
780
281
$37K ﹤0.01%
696
282
$36K ﹤0.01%
350
283
$36K ﹤0.01%
1,006
-140
284
$36K ﹤0.01%
648
285
$35K ﹤0.01%
212
286
$35K ﹤0.01%
216
-15
287
$34K ﹤0.01%
336
-50
288
$34K ﹤0.01%
+800
289
$33K ﹤0.01%
633
290
$33K ﹤0.01%
+300
291
$32K ﹤0.01%
+795
292
$31K ﹤0.01%
362
293
$31K ﹤0.01%
480
-160
294
$31K ﹤0.01%
150
+25
295
$31K ﹤0.01%
822
296
$31K ﹤0.01%
417
+152
297
$31K ﹤0.01%
484
298
$31K ﹤0.01%
1,195
299
$30K ﹤0.01%
155
+55
300
$30K ﹤0.01%
125
10 11
12
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