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
451
$6K ﹤0.01%
+485
452
$6K ﹤0.01%
81
453
$6K ﹤0.01%
50
454
$6K ﹤0.01%
362
455
$6K ﹤0.01%
400
456
$6K ﹤0.01%
+327
457
$6K ﹤0.01%
+700
458
$5K ﹤0.01%
8
459
$5K ﹤0.01%
62
460
$5K ﹤0.01%
46
461
$5K ﹤0.01%
+974
462
$5K ﹤0.01%
+97
463
$5K ﹤0.01%
260
464
$5K ﹤0.01%
164
+100
465
$4K ﹤0.01%
+100
466
$4K ﹤0.01%
87
467
$4K ﹤0.01%
70
468
$4K ﹤0.01%
45
469
$4K ﹤0.01%
1,000
470
$3K ﹤0.01%
+300
471
$3K ﹤0.01%
50
472
$3K ﹤0.01%
12
473
$3K ﹤0.01%
35
474
$3K ﹤0.01%
70
475
$3K ﹤0.01%
100
-80
17 18
19
20 21