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
101
$1.17M 0.13%
10,039
102
$1.16M 0.13%
5,782
+1,509
103
$1.15M 0.13%
10,919
+618
104
$1.09M 0.12%
44,799
+20,914
105
$1.07M 0.12%
14,116
+2
106
$1.06M 0.12%
13,552
107
$1.06M 0.12%
3,000
108
$1.05M 0.12%
4,533
-37
109
$973K 0.11%
12,372
+28
110
$970K 0.11%
14,621
111
$932K 0.11%
18,098
+990
112
$909K 0.1%
20,918
113
$848K 0.1%
17,734
-4,212
114
$789K 0.09%
1,808
+24
115
$776K 0.09%
31,071
+1,183
116
$749K 0.08%
5,515
+565
117
$741K 0.08%
16,100
-12,215
118
$727K 0.08%
2,389
119
$710K 0.08%
7,769
-6,284
120
$688K 0.08%
11,844
-3,156
121
$663K 0.07%
30,748
-647
122
$654K 0.07%
12,987
123
$648K 0.07%
6,055
-9
124
$630K 0.07%
27,396
125
$609K 0.07%
6,553
+78
3 4
5
6 7