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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$287K 0.02%
3,495
-748
227
$281K 0.02%
1,927
-35
228
$281K 0.02%
9,645
-38,445
229
$279K 0.02%
10,600
230
$275K 0.02%
8,314
-291
231
$275K 0.02%
9,203
-387
232
$273K 0.02%
3,942
-3,747
233
$268K 0.02%
2,965
234
$265K 0.02%
+13,252
235
$264K 0.02%
2,690
-26
236
$257K 0.02%
8,418
237
$256K 0.02%
1,491
-65
238
$252K 0.01%
4,211
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239
$250K 0.01%
10,096
-4,547
240
$250K 0.01%
6,211
241
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242
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243
$243K 0.01%
2,506
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244
$242K 0.01%
4,601
-133
245
$237K 0.01%
6,645
+6,363
246
$231K 0.01%
9,111
247
$229K 0.01%
3,931
-64
248
$226K 0.01%
+6,241
249
$224K 0.01%
2,700
250
$218K 0.01%
5,780
-187
8 9
10
11 12