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
76
$2.3M 0.28%
39,605
+23,156
77
$2.28M 0.28%
9,758
+5,489
78
$2.25M 0.27%
50,900
-2,569
79
$2.24M 0.27%
41,730
-575
80
$2.08M 0.25%
32,835
+1,929
81
$2.05M 0.25%
4,175
-10
82
$2M 0.24%
14,821
+265
83
$1.99M 0.24%
25,537
+3,775
84
$1.82M 0.22%
22,121
+20,158
85
$1.69M 0.2%
12,613
+7,830
86
$1.68M 0.2%
34,627
-3,221
87
$1.6M 0.19%
29,172
-4,668
88
$1.49M 0.18%
6,500
89
$1.43M 0.17%
23,510
-2,883
90
$1.41M 0.17%
6,419
+341
91
$1.4M 0.17%
12,095
-712
92
$1.39M 0.17%
5,919
+4,594
93
$1.36M 0.17%
23,390
+4,599
94
$1.35M 0.16%
1,176
95
$1.34M 0.16%
22,166
-4,076
96
$1.29M 0.16%
14,093
+4,261
97
$1.27M 0.15%
8,569
-73
98
$1.26M 0.15%
11,260
-4,087
99
$1.2M 0.15%
11,214
-6,573
100
$1.16M 0.14%
10,269
-51
2 3
4
5 6