CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$298K 0.02%
+7,860
227
$297K 0.02%
+10,285
228
$287K 0.02%
6,120
-87
229
$283K 0.02%
6,211
-50
230
$282K 0.02%
5,540
+385
231
$265K 0.02%
4,673
-25
232
$263K 0.02%
11,750
-150
233
$261K 0.02%
+4,037
234
$261K 0.02%
1,882
235
$257K 0.02%
4,485
236
$256K 0.02%
7,089
-215
237
$255K 0.02%
+5,967
238
$254K 0.02%
8,816
-3,660
239
$253K 0.02%
2,965
-390
240
$250K 0.02%
3,870
-90
241
$250K 0.02%
8,910
-1,266
242
$234K 0.02%
6,505
-5,000
243
$232K 0.02%
2,206
-568
244
$229K 0.02%
4,244
245
$228K 0.01%
+4,900
246
$221K 0.01%
+1,989
247
$221K 0.01%
4,220
248
$220K 0.01%
2,000
249
$219K 0.01%
8,418
-2,643
250
$217K 0.01%
1,979
7 8 9
10
11