CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$22.3M
3
+$19.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.3M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.1M

Top Sells

1
+$25.3M
2
+$14M
3
+$13.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M

Sector Composition

1 Healthcare 4.42%
2 Technology 4.34%
3 Financials 3.63%
4 Industrials 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$282K 0.02%
8,334
+592
227
$280K 0.02%
1,792
228
$274K 0.02%
9,013
+410
229
$271K 0.02%
6,211
230
$271K 0.02%
11,462
+1,761
231
$264K 0.02%
2,208
-472
232
$263K 0.02%
4,306
-125
233
$258K 0.02%
9,419
-7,131
234
$256K 0.02%
6,472
+366
235
$253K 0.01%
11,236
-1,160
236
$252K 0.01%
4,730
237
$249K 0.01%
4,575
-150
238
$237K 0.01%
5,780
239
$235K 0.01%
4,000
240
$234K 0.01%
2,912
+347
241
$230K 0.01%
5,564
242
$229K 0.01%
2,440
243
$225K 0.01%
+5,936
244
$224K 0.01%
+6,790
245
$221K 0.01%
+2,146
246
$220K 0.01%
1,979
247
$215K 0.01%
8,418
248
$212K 0.01%
+2,616
249
$209K 0.01%
+2,712
250
$207K 0.01%
1,710
8 9
10
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