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
51
$5.89M 0.67%
60,002
+4,479
52
$5.89M 0.67%
41,207
+1,914
53
$5.88M 0.66%
316,293
-70,623
54
$5.53M 0.62%
18,097
-210
55
$5.15M 0.58%
9,068
-375
56
$4.55M 0.51%
58,627
+3,974
57
$4.55M 0.51%
30,658
-7,439
58
$3.92M 0.44%
9,455
-96
59
$3.92M 0.44%
13,378
-264
60
$3.87M 0.44%
26,882
-526
61
$3.69M 0.42%
21,944
-10
62
$3.48M 0.39%
13,704
-516
63
$3.48M 0.39%
19,991
-605
64
$3.37M 0.38%
57,408
+5,637
65
$3.33M 0.38%
23,655
-735
66
$3.11M 0.35%
9,241
+656
67
$3.06M 0.35%
5,076
-94
68
$3.02M 0.34%
18,493
-638
69
$2.64M 0.3%
5,554
+3
70
$2.64M 0.3%
29,110
+3,615
71
$2.62M 0.3%
36,541
+237
72
$2.31M 0.26%
37,794
-2,764
73
$2.31M 0.26%
6,033
+5,900
74
$2.27M 0.26%
10,472
+893
75
$2.25M 0.25%
23,698
-118
1 2
3
4 5