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
326
$27K ﹤0.01%
+400
327
$27K ﹤0.01%
+2,301
328
$26K ﹤0.01%
362
329
$26K ﹤0.01%
667
-8,403
330
$26K ﹤0.01%
+350
331
$26K ﹤0.01%
653
-497
332
$25K ﹤0.01%
170
333
$25K ﹤0.01%
111
334
$25K ﹤0.01%
935
335
$25K ﹤0.01%
583
+83
336
$25K ﹤0.01%
160
337
$25K ﹤0.01%
218
-2,156
338
$25K ﹤0.01%
1,620
-1
339
$25K ﹤0.01%
822
340
$25K ﹤0.01%
300
+100
341
$25K ﹤0.01%
290
342
$24K ﹤0.01%
+150
343
$24K ﹤0.01%
21
344
$24K ﹤0.01%
1,200
345
$23K ﹤0.01%
200
346
$23K ﹤0.01%
457
-10,249
347
$23K ﹤0.01%
100
348
$23K ﹤0.01%
+753
349
$23K ﹤0.01%
402
-6,641
350
$23K ﹤0.01%
335
-400
12 13
14
15 16