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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$29.6M
2
+$28.6M
3
+$18.6M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$14.7M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11M

Top Sells

1
+$17.5M
2
+$17M
3
+$16.2M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.3M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.3M

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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-949
230
$214K 0.01%
3,151
-445
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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– –
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242
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– –
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– –
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250
– –
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10