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
201
$174K 0.02%
3,643
-98
202
$168K 0.02%
3,335
-2,225
203
$165K 0.02%
355
-126
204
$160K 0.02%
1,462
205
$155K 0.02%
725
-100
206
$154K 0.02%
1,498
-195
207
$149K 0.02%
1,307
-100
208
$144K 0.02%
2,036
209
$143K 0.02%
1,040
+240
210
$139K 0.02%
2,480
+145
211
$135K 0.02%
1,580
212
$135K 0.02%
4,352
-220
213
$134K 0.02%
1,294
+20
214
$133K 0.02%
2,575
215
$128K 0.01%
2,600
216
$127K 0.01%
600
217
$125K 0.01%
1,605
-430
218
$122K 0.01%
380
-114
219
$120K 0.01%
2,506
220
$117K 0.01%
207
-70
221
$117K 0.01%
2,150
222
$114K 0.01%
328
+8
223
$109K 0.01%
1,350
224
$107K 0.01%
379
+40
225
$107K 0.01%
600
7 8
9
10 11