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
101
$1.15M 0.14%
5,030
-404
102
$1.15M 0.14%
5,056
+5,031
103
$1.13M 0.14%
24,567
+7,513
104
$1.1M 0.13%
4,570
-70
105
$1.05M 0.13%
13,552
106
$1.04M 0.13%
10,175
-1,307
107
$1M 0.12%
15,299
+1,520
108
$972K 0.12%
12,321
-763
109
$960K 0.12%
9,722
+723
110
$947K 0.11%
23,440
+6,690
111
$916K 0.11%
17,000
+6,370
112
$913K 0.11%
14,621
113
$895K 0.11%
19,352
+1,184
114
$838K 0.1%
34,274
-7,171
115
$833K 0.1%
31,570
+5,920
116
$817K 0.1%
3,000
117
$814K 0.1%
14,501
-260
118
$768K 0.09%
15,000
119
$740K 0.09%
1,880
-210
120
$726K 0.09%
2,522
-333
121
$672K 0.08%
12,987
122
$623K 0.08%
6,475
123
$614K 0.07%
1,733
+1,726
124
$599K 0.07%
6,066
-16
125
$584K 0.07%
2,250
3 4
5
6 7