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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$217K 0.01%
+12,165
252
$213K 0.01%
8,532
-70
253
$213K 0.01%
+9,111
254
$210K 0.01%
+1,710
255
$206K 0.01%
+2,177
256
$203K 0.01%
+1,940
257
$201K 0.01%
+1,940
258
$201K 0.01%
+3,853
259
$201K 0.01%
+4,500
260
$201K 0.01%
8,607
-5,094
261
$159K 0.01%
+10,275
262
$134K 0.01%
12,770
263
– –
-2,160
264
– –
-3,000
265
– –
-6,788
266
– –
-729
267
– –
-8,845
268
– –
-3,409
269
– –
-17,053
270
– –
-60,333
271
– –
-2,070
7 8 9 10
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