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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.02%
9,013
+8,651
227
$271K 0.02%
+6,211
228
$271K 0.02%
4,824
-4,593
229
$264K 0.02%
+2,208
230
$263K 0.02%
4,306
-1,791
231
$258K 0.02%
9,419
+209
232
$253K 0.02%
11,236
+1,868
233
$252K 0.02%
4,730
234
$249K 0.02%
915
-4,325
235
$248K 0.02%
+6,264
236
$237K 0.02%
+5,780
237
$235K 0.02%
4,000
238
$230K 0.02%
5,564
-1,620
239
$229K 0.02%
2,440
-1,112
240
$225K 0.02%
+5,936
241
$224K 0.02%
2,771
-22,648
242
$224K 0.02%
+6,790
243
$221K 0.02%
2,146
244
$220K 0.02%
+1,979
245
$215K 0.02%
+8,418
246
$210K 0.02%
2,611
-1,039
247
$209K 0.02%
+2,712
248
$207K 0.02%
+1,710
249
$205K 0.01%
5,648
-1,790
250
$204K 0.01%
+2,700
8 9
10
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