CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
-0.9%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.73B
AUM Growth
-$32.1M
(-1.8%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
69.29%
Holding
268
New
10
Increased
46
Reduced
143
Closed
16
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$35M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$14.1M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$10M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$9.89M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.65M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$22.6M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$18.2M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$10.8M |
| 4 |
IBM
IBM
|
$7.09M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$5.29M |
Sector Composition
| 1 | Healthcare | 4.14% |
| 2 | Technology | 3.41% |
| 3 | Financials | 3.16% |
| 4 | Industrials | 2.71% |
| 5 | Consumer Staples | 2.09% |
