CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
-1.62%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.65B
AUM Growth
-$51.3M
(-3%)
Cap. Flow
-$23.8M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
67.23%
Holding
317
New
15
Increased
35
Reduced
161
Closed
61
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$20.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.4M |
| 3 |
Invesco S&P International Developed Low Volatility ETF
IDLV
|
$8.75M |
| 4 |
Target
TGT
|
$2.54M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.78M |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$5.77M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.73M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$5.72M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$5.68M |
| 5 |
JPMorgan Chase
JPM
|
$5.06M |
Sector Composition
| 1 | Technology | 4.47% |
| 2 | Healthcare | 4.27% |
| 3 | Financials | 3.58% |
| 4 | Industrials | 3.26% |
| 5 | Consumer Staples | 2.83% |
