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
51
$5.79M 0.7%
46,681
+409
52
$5.72M 0.69%
271,130
-129,849
53
$5.32M 0.64%
19,592
-38
54
$5.15M 0.62%
36,038
+32,505
55
$5.1M 0.62%
55,637
+1,429
56
$5.08M 0.61%
36,294
-1,077
57
$4.44M 0.54%
54,836
+225
58
$4.37M 0.53%
14,017
-154
59
$4.09M 0.49%
204,480
-23,600
60
$3.55M 0.43%
59,232
-55,922
61
$3.54M 0.43%
22,289
-56
62
$3.47M 0.42%
14,199
+2,266
63
$3.39M 0.41%
26,920
-15,507
64
$3.24M 0.39%
9,310
+207
65
$3.23M 0.39%
21,894
-420
66
$3.13M 0.38%
52,964
+7,490
67
$3.03M 0.37%
9,493
-94
68
$2.78M 0.34%
6,037
+5,087
69
$2.76M 0.33%
12,549
-671
70
$2.74M 0.33%
51,860
-4,950
71
$2.41M 0.29%
38,182
+1,261
72
$2.38M 0.29%
24,016
+75
73
$2.37M 0.29%
5,525
-98
74
$2.32M 0.28%
24,735
-76
75
$2.31M 0.28%
+34,538
1 2
3
4 5