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
426
$4K ﹤0.01%
39
427
$4K ﹤0.01%
+170
428
$4K ﹤0.01%
46
429
$4K ﹤0.01%
125
-245
430
$4K ﹤0.01%
1,000
431
$3K ﹤0.01%
100
432
$3K ﹤0.01%
+300
433
$3K ﹤0.01%
35
434
$3K ﹤0.01%
10
435
$3K ﹤0.01%
4
436
$3K ﹤0.01%
52
-270
437
$3K ﹤0.01%
57
-525
438
$3K ﹤0.01%
56
439
$3K ﹤0.01%
+80
440
$3K ﹤0.01%
400
441
$2K ﹤0.01%
41
-626
442
$2K ﹤0.01%
70
443
$2K ﹤0.01%
85
444
$2K ﹤0.01%
100
+30
445
$2K ﹤0.01%
76
446
$2K ﹤0.01%
32
447
$2K ﹤0.01%
13
448
$2K ﹤0.01%
33
449
$2K ﹤0.01%
+20
450
$2K ﹤0.01%
14
16 17
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