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
476
$3K ﹤0.01%
100
477
$3K ﹤0.01%
+240
478
$2K ﹤0.01%
76
479
$2K ﹤0.01%
13
-2,276
480
$2K ﹤0.01%
+15
481
$2K ﹤0.01%
10
482
$2K ﹤0.01%
4
483
$2K ﹤0.01%
70
-500
484
$1K ﹤0.01%
54
-18,876
485
$1K ﹤0.01%
9
-3,330
486
$1K ﹤0.01%
3
487
$1K ﹤0.01%
12
-3,602
488
$1K ﹤0.01%
4
-66
489
$1K ﹤0.01%
40
490
$1K ﹤0.01%
13
+2
491
$1K ﹤0.01%
4
492
$1K ﹤0.01%
79
493
$1K ﹤0.01%
43
-15,011
494
$1K ﹤0.01%
16
-5,771
495
$1K ﹤0.01%
7
496
$1K ﹤0.01%
92
497
– –
-300
498
– –
-168
499
– –
-1,100
500
– –
-19,770
18 19
20
21 22