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
$1.65B
AUM Growth
-$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$10.4M
3
+$8.75M
4
TGT icon
Target
TGT
+$2.54M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.78M

Top Sells

1
+$5.77M
2
+$5.73M
3
+$5.72M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.68M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$205K 0.01%
4,500
252
$203K 0.01%
1,940
253
$201K 0.01%
+1,710
254
$105K 0.01%
12,770
255
$47.9K ﹤0.01%
1,267
256
– –
-518
257
– –
-1,550
258
– –
-905
259
– –
-905
260
– –
-2,506
261
– –
-4,446
262
– –
-6,241
263
– –
-3,164
264
– –
-888
265
– –
-900
266
– –
-3,931
267
– –
-1,000
268
– –
-6,840
269
– –
-25,280
270
– –
-5,098
271
– –
-4,834
272
– –
-1,626
273
– –
-13,530
274
– –
-17,555
275
– –
-552
9 10
11
12 13