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
26
$10.4M 1.17%
233,554
+16,564
27
$10.1M 1.14%
462,178
+24,562
28
$9.99M 1.13%
466,879
-17,656
29
$9.93M 1.12%
144,724
-1,861
30
$9.79M 1.11%
188,389
+3,488
31
$9.48M 1.07%
65,460
-700
32
$9.25M 1.05%
71,640
+5,779
33
$9.13M 1.03%
49,922
+1,986
34
$8.92M 1.01%
171,066
+9,497
35
$8.64M 0.98%
277,307
-18,262
36
$8.63M 0.98%
142,993
+8,723
37
$8.52M 0.96%
172,161
-3,823
38
$8.43M 0.95%
201,931
+201,666
39
$8.38M 0.95%
173,769
+1,485
40
$8.33M 0.94%
32,243
-240
41
$8.15M 0.92%
22,942
+706
42
$8.11M 0.92%
206,672
-4,302
43
$7.97M 0.9%
376,653
-14,173
44
$7.92M 0.89%
47,500
+40
45
$7.11M 0.8%
60,575
+1,819
46
$6.86M 0.78%
66,335
+19,623
47
$6.73M 0.76%
154,249
+21,716
48
$6.54M 0.74%
13,722
-759
49
$6.09M 0.69%
128,513
-11,476
50
$5.95M 0.67%
23,612
+9
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