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
$1.95B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.1M
3
+$19.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.1M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11.4M

Top Sells

1
+$17.9M
2
+$17.1M
3
+$16.3M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.6M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.6M

Sector Composition

1 Technology 4.92%
2 Healthcare 3.66%
3 Industrials 3.48%
4 Financials 3.38%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.01%
+5,350
227
$218K 0.01%
3,862
228
$217K 0.01%
3,937
229
$215K 0.01%
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230
$214K 0.01%
3,151
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231
$214K 0.01%
2,297
232
$209K 0.01%
+2,905
233
$205K 0.01%
1,380
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234
$204K 0.01%
2,427
235
$203K 0.01%
5,281
-930
236
$202K 0.01%
4,000
237
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238
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239
– –
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240
– –
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241
– –
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242
– –
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243
– –
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244
– –
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245
– –
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246
– –
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247
– –
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248
– –
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249
– –
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250
– –
-6,835
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10