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
401
$12K ﹤0.01%
822
402
$12K ﹤0.01%
1,000
403
$12K ﹤0.01%
100
404
$12K ﹤0.01%
30
405
$12K ﹤0.01%
500
406
$11K ﹤0.01%
154
407
$11K ﹤0.01%
351
408
$11K ﹤0.01%
652
409
$11K ﹤0.01%
305
410
$11K ﹤0.01%
257
411
$11K ﹤0.01%
+200
412
$11K ﹤0.01%
+120
413
$11K ﹤0.01%
+88
414
$11K ﹤0.01%
223
415
$10K ﹤0.01%
50
416
$10K ﹤0.01%
+76
417
$10K ﹤0.01%
+310
418
$10K ﹤0.01%
2,500
419
$10K ﹤0.01%
300
-400
420
$10K ﹤0.01%
177
421
$10K ﹤0.01%
615
422
$10K ﹤0.01%
353
423
$10K ﹤0.01%
320
424
$10K ﹤0.01%
1,000
425
$9K ﹤0.01%
278
15 16
17
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