1IA

1834 Investment Advisors Portfolio holdings

AUM $790M
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
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
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
401
$7K ﹤0.01%
187
402
$7K ﹤0.01%
75
403
$7K ﹤0.01%
93
-50
404
$7K ﹤0.01%
100
405
$7K ﹤0.01%
279
406
$7K ﹤0.01%
260
407
$7K ﹤0.01%
+150
408
$6K ﹤0.01%
120
409
$6K ﹤0.01%
50
-45
410
$6K ﹤0.01%
+361
411
$6K ﹤0.01%
974
412
$6K ﹤0.01%
362
413
$6K ﹤0.01%
140
-291
414
$6K ﹤0.01%
97
415
$6K ﹤0.01%
+58
416
$6K ﹤0.01%
+22
417
$5K ﹤0.01%
62
418
$5K ﹤0.01%
265
419
$5K ﹤0.01%
665
420
$5K ﹤0.01%
4
421
$5K ﹤0.01%
34
-142
422
$5K ﹤0.01%
+139
423
$5K ﹤0.01%
210
+110
424
$4K ﹤0.01%
65
425
$4K ﹤0.01%
90
-100
15 16
17
18 19