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
326
$22K ﹤0.01%
209
327
$21K ﹤0.01%
500
328
$21K ﹤0.01%
55
+35
329
$21K ﹤0.01%
+120
330
$20K ﹤0.01%
300
-76
331
$20K ﹤0.01%
1,530
332
$20K ﹤0.01%
300
333
$20K ﹤0.01%
417
334
$20K ﹤0.01%
400
335
$19K ﹤0.01%
1,345
336
$19K ﹤0.01%
730
337
$19K ﹤0.01%
200
338
$19K ﹤0.01%
99
-10
339
$19K ﹤0.01%
705
340
$18K ﹤0.01%
268
341
$17K ﹤0.01%
342
342
$17K ﹤0.01%
+69
343
$17K ﹤0.01%
100
344
$17K ﹤0.01%
390
+100
345
$16K ﹤0.01%
100
346
$16K ﹤0.01%
300
347
$16K ﹤0.01%
150
-400
348
$15K ﹤0.01%
200
349
$15K ﹤0.01%
275
350
$15K ﹤0.01%
430
+190
12 13
14
15 16