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
151
$338K 0.04%
2,039
-4
152
$336K 0.04%
1,485
+810
153
$336K 0.04%
843
154
$333K 0.04%
2,375
-659
155
$331K 0.04%
13,650
+150
156
$323K 0.04%
1,809
-192
157
$322K 0.04%
1,832
+52
158
$315K 0.04%
16,100
+6,300
159
$309K 0.04%
5,600
160
$307K 0.04%
1,409
-250
161
$304K 0.04%
11,542
+10,442
162
$303K 0.04%
17,965
+4,315
163
$295K 0.04%
8,039
+839
164
$290K 0.04%
5,711
165
$290K 0.04%
1,707
166
$290K 0.04%
16,800
167
$285K 0.03%
785
-621
168
$284K 0.03%
10,750
+4,000
169
$279K 0.03%
2,425
-30
170
$278K 0.03%
6,621
-162
171
$276K 0.03%
1,788
+90
172
$274K 0.03%
4,560
173
$265K 0.03%
5,871
+600
174
$261K 0.03%
3,888
+136
175
$247K 0.03%
10,900
+7,100
5 6
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