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CIA
Choate Investment Advisors Portfolio holdings
AUM
$5.11B
1-Year Est. Return
17.22%
This Fund
S&P 500
1 Year Est. Return
+17.22%
AUM
$1.25B
AUM Growth
-$392M
(-24%)
Holding
251
Top Buys
| 1 | +$57.1M | |
| 2 | +$33.4M | |
| 3 | +$22.1M | |
| 4 |
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
|
+$21M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.65M |
Top Sells
| 1 | +$62.4M | |
| 2 | +$45.1M | |
| 3 | +$33.2M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$30.8M |
| 5 |
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
|
+$27.1M |
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Healthcare | 4.51% |
| 3 | Industrials | 3.71% |
| 4 | Financials | 3.66% |
| 5 | Consumer Staples | 2.3% |