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
351
$15K ﹤0.01%
60
352
$15K ﹤0.01%
124
353
$15K ﹤0.01%
335
-265
354
$14K ﹤0.01%
+22
355
$14K ﹤0.01%
1,000
356
$14K ﹤0.01%
360
+55
357
$14K ﹤0.01%
233
358
$14K ﹤0.01%
358
-380
359
$14K ﹤0.01%
351
360
$14K ﹤0.01%
439
361
$13K ﹤0.01%
140
-400
362
$13K ﹤0.01%
200
363
$13K ﹤0.01%
822
364
$13K ﹤0.01%
+695
365
$13K ﹤0.01%
433
366
$12K ﹤0.01%
100
367
$12K ﹤0.01%
200
368
$12K ﹤0.01%
790
369
$12K ﹤0.01%
100
370
$12K ﹤0.01%
563
371
$11K ﹤0.01%
92
372
$11K ﹤0.01%
280
373
$11K ﹤0.01%
+150
374
$11K ﹤0.01%
234
-56,975
375
$11K ﹤0.01%
200
13 14
15
16 17