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
76
$2.23M 0.25%
13,608
-1,213
77
$2.18M 0.25%
38,550
-250
78
$2.16M 0.24%
4,170
79
$2.07M 0.23%
48,285
-1,364
80
$2.06M 0.23%
14,655
+2,824
81
$2.01M 0.23%
33,563
-7,490
82
$1.77M 0.2%
23,045
-2,525
83
$1.65M 0.19%
36,341
+5,157
84
$1.61M 0.18%
23,886
85
$1.61M 0.18%
23,920
-993
86
$1.57M 0.18%
4,251
-1,302
87
$1.54M 0.17%
28,546
-109
88
$1.49M 0.17%
8,554
89
$1.44M 0.16%
6,879
-225
90
$1.43M 0.16%
6,429
-50
91
$1.39M 0.16%
47,400
-150,690
92
$1.37M 0.16%
3,453
+56
93
$1.35M 0.15%
4,903
-2
94
$1.33M 0.15%
6,378
95
$1.25M 0.14%
10,717
-311
96
$1.19M 0.13%
1,176
97
$1.19M 0.13%
10,783
-59
98
$1.19M 0.13%
20,099
-20,385
99
$1.18M 0.13%
10,300
-45
100
$1.18M 0.13%
19,007
+18,937
2 3
4
5 6