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
451
$2K ﹤0.01%
+15
452
$1K ﹤0.01%
54
453
$1K ﹤0.01%
9
454
$1K ﹤0.01%
40
-310
455
$1K ﹤0.01%
10
456
$1K ﹤0.01%
12
457
$1K ﹤0.01%
5
458
$1K ﹤0.01%
4
459
$1K ﹤0.01%
+15
460
$1K ﹤0.01%
+20
461
$1K ﹤0.01%
+70
462
$1K ﹤0.01%
79
463
$1K ﹤0.01%
43
464
$1K ﹤0.01%
25
-3,775
465
$1K ﹤0.01%
16
466
$1K ﹤0.01%
+100
467
$1K ﹤0.01%
7
468
$1K ﹤0.01%
8
469
$1K ﹤0.01%
40
470
$1K ﹤0.01%
+4
471
$1K ﹤0.01%
92
472
– –
-17
473
– –
-80
474
– –
-100
475
– –
-1,785
17 18
19
20 21