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
$1.87B
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.7M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$6.62M

Top Sells

1
+$21.1M
2
+$16.4M
3
+$15.7M
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$14.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.7M

Sector Composition

1 Technology 3.95%
2 Healthcare 3.52%
3 Industrials 3.32%
4 Financials 3.25%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$206K 0.01%
5,145
-423
227
$205K 0.01%
+12,405
228
$203K 0.01%
+3,409
229
$203K 0.01%
5,350
230
$203K 0.01%
2,427
231
– –
-87,719
232
– –
-7,832
233
– –
-2,559
234
– –
-1,380
235
– –
-2,297
236
– –
-40,005
237
– –
-10,179
238
– –
-8,500
239
– –
-5,092
240
– –
-3,151
241
– –
-3,670
242
– –
-2,780
243
– –
-4,000
6 7 8 9
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