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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
$1.67B
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$24.1M
3
+$23.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$16.6M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.6M

Top Sells

1
+$44.3M
2
+$41.2M
3
+$27.2M
4
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$19.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$16.1M

Sector Composition

1 Technology 5.04%
2 Healthcare 3.89%
3 Industrials 3.76%
4 Financials 3.62%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$201K 0.01%
2,203
-626
227
$126K 0.01%
11,861
228
– –
-8,335
229
– –
-9,830
230
– –
-4,000
231
– –
-55,556
232
– –
-15,299
233
– –
-3,080
234
– –
-5,358
235
– –
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236
– –
-5,275
237
– –
-4,624
238
– –
-2,925
239
– –
-4,797
240
– –
-1,276
241
– –
-181,505
242
– –
-3,845
6 7 8 9
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