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
176
$251K 0.03%
3,028
177
$241K 0.03%
4,093
178
$232K 0.03%
5,509
+105
179
$229K 0.03%
2,773
+100
180
$228K 0.03%
342
181
$223K 0.03%
3,690
182
$220K 0.02%
4,590
183
$215K 0.02%
2,511
+65
184
$215K 0.02%
8,000
-600
185
$213K 0.02%
2,472
186
$212K 0.02%
7,150
+800
187
$212K 0.02%
8,149
+800
188
$210K 0.02%
2,175
189
$209K 0.02%
779
+12
190
$204K 0.02%
1,539
+2
191
$204K 0.02%
5,215
+2,315
192
$195K 0.02%
5,200
+100
193
$195K 0.02%
6,471
+500
194
$194K 0.02%
3,300
195
$194K 0.02%
1,235
196
$194K 0.02%
5,154
+94
197
$192K 0.02%
1,227
198
$187K 0.02%
10,242
199
$179K 0.02%
2,800
200
$178K 0.02%
6,102
+36
6 7
8
9 10