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
176
$240K 0.03%
3,028
177
$237K 0.03%
4,500
+900
178
$235K 0.03%
5,199
-1,065
179
$233K 0.03%
+920
180
$232K 0.03%
3,802
+186
181
$223K 0.03%
3,690
182
$218K 0.03%
1,100
183
$218K 0.03%
1,235
184
$214K 0.03%
+1,750
185
$211K 0.03%
2,472
186
$210K 0.03%
2,434
+213
187
$207K 0.03%
1,462
188
$207K 0.03%
1,539
-3,606
189
$203K 0.02%
1,849
-148
190
$201K 0.02%
4,590
191
$200K 0.02%
5,100
+3,100
192
$196K 0.02%
2,175
193
$194K 0.02%
4,849
-28
194
$194K 0.02%
6,084
-8,558
195
$184K 0.02%
1,227
196
$179K 0.02%
+1,325
197
$174K 0.02%
2,027
-327
198
$173K 0.02%
342
199
$172K 0.02%
745
-12,789
200
$172K 0.02%
825
+225
6 7
8
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