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
426
$9K ﹤0.01%
+39
427
$9K ﹤0.01%
39
428
$9K ﹤0.01%
57
429
$9K ﹤0.01%
200
430
$9K ﹤0.01%
500
431
$9K ﹤0.01%
+30
432
$9K ﹤0.01%
75
433
$9K ﹤0.01%
160
434
$9K ﹤0.01%
+140
435
$8K ﹤0.01%
275
-645
436
$8K ﹤0.01%
187
437
$8K ﹤0.01%
34
438
$8K ﹤0.01%
56
+28
439
$8K ﹤0.01%
145
-10,191
440
$8K ﹤0.01%
30
441
$8K ﹤0.01%
87
442
$8K ﹤0.01%
400
443
$8K ﹤0.01%
+130
444
$8K ﹤0.01%
208
445
$7K ﹤0.01%
265
+182
446
$7K ﹤0.01%
+78
447
$7K ﹤0.01%
279
448
$6K ﹤0.01%
+1,021
449
$6K ﹤0.01%
325
+55
450
$6K ﹤0.01%
100
-100
16 17
18
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