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
301
$35K ﹤0.01%
231
302
$34K ﹤0.01%
250
303
$33K ﹤0.01%
+400
304
$33K ﹤0.01%
633
305
$33K ﹤0.01%
+380
306
$33K ﹤0.01%
+200
307
$32K ﹤0.01%
200
308
$32K ﹤0.01%
648
309
$32K ﹤0.01%
702
310
$32K ﹤0.01%
696
311
$32K ﹤0.01%
2,135
+1,645
312
$31K ﹤0.01%
43
313
$31K ﹤0.01%
+650
314
$31K ﹤0.01%
651
+290
315
$31K ﹤0.01%
1,195
316
$30K ﹤0.01%
350
317
$30K ﹤0.01%
735
+545
318
$30K ﹤0.01%
+800
319
$30K ﹤0.01%
+150
320
$29K ﹤0.01%
550
+200
321
$29K ﹤0.01%
738
-4,303
322
$28K ﹤0.01%
808
323
$28K ﹤0.01%
561
-13,461
324
$28K ﹤0.01%
300
325
$27K ﹤0.01%
+400
11 12
13
14 15