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
376
$17K ﹤0.01%
431
-784
377
$17K ﹤0.01%
201
+101
378
$16K ﹤0.01%
265
379
$16K ﹤0.01%
+100
380
$16K ﹤0.01%
+150
381
$15K ﹤0.01%
200
382
$15K ﹤0.01%
439
383
$15K ﹤0.01%
+275
384
$15K ﹤0.01%
253
+54
385
$14K ﹤0.01%
80
386
$14K ﹤0.01%
100
387
$14K ﹤0.01%
92
388
$14K ﹤0.01%
+300
389
$14K ﹤0.01%
200
390
$14K ﹤0.01%
1,000
391
$14K ﹤0.01%
433
392
$14K ﹤0.01%
1,175
393
$14K ﹤0.01%
60
394
$13K ﹤0.01%
360
395
$13K ﹤0.01%
290
396
$13K ﹤0.01%
563
397
$12K ﹤0.01%
100
398
$12K ﹤0.01%
665
399
$12K ﹤0.01%
+70
400
$12K ﹤0.01%
535
+68
14 15
16
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