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
351
$22K ﹤0.01%
700
352
$22K ﹤0.01%
+100
353
$22K ﹤0.01%
+150
354
$22K ﹤0.01%
130
355
$22K ﹤0.01%
233
356
$22K ﹤0.01%
1,345
357
$21K ﹤0.01%
72
358
$21K ﹤0.01%
325
359
$21K ﹤0.01%
243
+93
360
$21K ﹤0.01%
429
361
$21K ﹤0.01%
400
362
$20K ﹤0.01%
211
-4,966
363
$20K ﹤0.01%
342
364
$20K ﹤0.01%
+150
365
$20K ﹤0.01%
+520
366
$20K ﹤0.01%
+20
367
$20K ﹤0.01%
449
+249
368
$20K ﹤0.01%
645
369
$19K ﹤0.01%
150
370
$19K ﹤0.01%
62
371
$19K ﹤0.01%
124
372
$18K ﹤0.01%
252
373
$18K ﹤0.01%
705
374
$18K ﹤0.01%
42
375
$17K ﹤0.01%
100
13 14
15
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