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
376
$10K ﹤0.01%
615
377
$10K ﹤0.01%
+363
378
$10K ﹤0.01%
200
+100
379
$10K ﹤0.01%
20
380
$10K ﹤0.01%
164
381
$10K ﹤0.01%
57
382
$9K ﹤0.01%
+322
383
$9K ﹤0.01%
+151
384
$9K ﹤0.01%
+46
385
$9K ﹤0.01%
295
-70
386
$9K ﹤0.01%
278
387
$9K ﹤0.01%
400
388
$9K ﹤0.01%
+250
389
$9K ﹤0.01%
+306
390
$9K ﹤0.01%
1,000
391
$9K ﹤0.01%
500
392
$8K ﹤0.01%
223
393
$8K ﹤0.01%
275
394
$8K ﹤0.01%
160
395
$8K ﹤0.01%
215
-85
396
$8K ﹤0.01%
89
-18
397
$8K ﹤0.01%
+81
398
$7K ﹤0.01%
75
399
$7K ﹤0.01%
93
-50
400
$7K ﹤0.01%
100
14 15
16
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