CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$312K 0.02%
4,994
227
$291K 0.01%
4,710
228
$289K 0.01%
55,000
229
$288K 0.01%
3,955
-499
230
$282K 0.01%
7,150
231
$272K 0.01%
2,612
-12
232
$272K 0.01%
11,867
233
$260K 0.01%
2,966
234
$257K 0.01%
1,396
-49
235
$257K 0.01%
28,814
236
$256K 0.01%
1,787
237
$255K 0.01%
7,083
-50
238
$255K 0.01%
8,418
239
$253K 0.01%
1,614
240
$249K 0.01%
1,770
241
$244K 0.01%
9,686
242
$244K 0.01%
3,684
-391
243
$243K 0.01%
1,150
244
$242K 0.01%
+1,112
245
$241K 0.01%
20,900
246
$239K 0.01%
+90
247
$233K 0.01%
26,200
248
$231K 0.01%
1,597
249
$231K 0.01%
1,205
250
$230K 0.01%
28,290
8 9
10
11 12