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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$215K 0.01%
2,448
-1,525
252
$213K 0.01%
1,715
-880
253
$211K 0.01%
6,840
-890
254
$210K 0.01%
3,164
-47
255
$206K 0.01%
5,800
+29
256
$205K 0.01%
+4,220
257
$204K 0.01%
+4,500
258
$201K 0.01%
+1,940
259
$184K 0.01%
+1,596
260
$145K 0.01%
6,000
261
$109K 0.01%
+518
262
$108K 0.01%
12,770
263
$102K 0.01%
+888
264
$97.7K 0.01%
1,540
265
$78.5K ﹤0.01%
+433
266
$69.2K ﹤0.01%
+133
267
$53.1K ﹤0.01%
905
+305
268
$49.4K ﹤0.01%
+1,626
269
$45.7K ﹤0.01%
1,267
-1,000
270
$45.3K ﹤0.01%
+4,834
271
$44.3K ﹤0.01%
+900
272
$40.4K ﹤0.01%
1,750
273
$37.3K ﹤0.01%
670
274
$35.6K ﹤0.01%
932
+441
275
$30K ﹤0.01%
440
-6,069
9 10
11
12 13