1IA

1834 Investment Advisors Portfolio holdings

AUM $797M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
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 5.81%
5 Communication Services 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
50
477
$3K ﹤0.01%
+240
478
$2K ﹤0.01%
10
479
$2K ﹤0.01%
4
480
$2K ﹤0.01%
70
-500
481
$2K ﹤0.01%
76
482
$2K ﹤0.01%
13
-2,276
483
$2K ﹤0.01%
+15
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%
4
490
$1K ﹤0.01%
79
491
$1K ﹤0.01%
43
-15,011
492
$1K ﹤0.01%
16
-5,771
493
$1K ﹤0.01%
7
494
$1K ﹤0.01%
40
495
$1K ﹤0.01%
13
+2
496
$1K ﹤0.01%
92
497
– –
-23,200
498
– –
-4,590
499
– –
-50
500
$0 ﹤0.01%
1
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