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
301
$29K ﹤0.01%
1,315
+115
302
$29K ﹤0.01%
500
303
$28K ﹤0.01%
43
304
$28K ﹤0.01%
332
+110
305
$28K ﹤0.01%
+748
306
$28K ﹤0.01%
808
307
$27K ﹤0.01%
2,301
308
$27K ﹤0.01%
+170
309
$26K ﹤0.01%
200
310
$26K ﹤0.01%
1,662
+21
311
$25K ﹤0.01%
+175
312
$25K ﹤0.01%
105
313
$25K ﹤0.01%
500
+100
314
$25K ﹤0.01%
227
+7
315
$25K ﹤0.01%
111
316
$24K ﹤0.01%
+175
317
$24K ﹤0.01%
935
318
$23K ﹤0.01%
449
319
$23K ﹤0.01%
325
320
$23K ﹤0.01%
62
321
$23K ﹤0.01%
100
322
$22K ﹤0.01%
+2,000
323
$22K ﹤0.01%
85
-585
324
$22K ﹤0.01%
700
325
$22K ﹤0.01%
290
11 12
13
14 15