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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
$1.72B
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$14.6M
3
+$6.4M
4
XMPT icon
VanEck CEF Muni Income ETF
XMPT
+$4.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.2M

Top Sells

1
+$32.8M
2
+$31.7M
3
+$29.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.7M
5
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$26.4M

Sector Composition

1 Technology 4.27%
2 Healthcare 3.61%
3 Industrials 3.36%
4 Financials 3.35%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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229
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239
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240
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