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
$1.69B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$10.1M
3
+$9.25M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$8.41M
5
CCF
Chase Corporation
CCF
+$7.53M

Top Sells

1
+$41.8M
2
+$37.8M
3
+$13.9M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$12.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.5M

Sector Composition

1 Technology 4.88%
2 Healthcare 3.92%
3 Industrials 3.38%
4 Financials 3.32%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$214K 0.01%
3,673
-79
227
$213K 0.01%
+3,845
228
$212K 0.01%
+2,762
229
$211K 0.01%
+864
230
$206K 0.01%
+2,410
231
$204K 0.01%
4,797
-462
232
$204K 0.01%
+4,000
233
$119K 0.01%
11,861
234
– –
-717,708
235
– –
-10,295
236
– –
-3,029
237
– –
-4,723
238
– –
-229
239
– –
-2,110
6 7 8 9
10