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
$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
State Street 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
151
$346K 0.04%
16,308
+208
152
$345K 0.04%
3,692
153
$339K 0.04%
2,039
154
$324K 0.04%
8,300
155
$321K 0.04%
5,300
156
$320K 0.04%
10,225
157
$315K 0.04%
2,036
+285
158
$304K 0.03%
9,260
+240
159
$304K 0.03%
8,409
+355
160
$299K 0.03%
1,794
161
$295K 0.03%
6,661
-210
162
$294K 0.03%
1,707
163
$293K 0.03%
11,660
+353
164
$290K 0.03%
13,465
-185
165
$288K 0.03%
2,357
-68
166
$287K 0.03%
1,389
-20
167
$286K 0.03%
10,750
-500
168
$285K 0.03%
1,708
-60
169
$282K 0.03%
729
-40
170
$275K 0.03%
4,179
-381
171
$274K 0.03%
5,600
172
$274K 0.03%
16,800
173
$271K 0.03%
1,100
174
$270K 0.03%
17,965
175
$261K 0.03%
3,616
5 6
7
8 9