CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
+2.02%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.76B
AUM Growth
+$61.3M
(+3.6%)
Cap. Flow
+$29.1M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
66.85%
Holding
284
New
10
Increased
39
Reduced
163
Closed
26
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$49.9M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$29.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$13.8M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$13.6M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$12.9M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.02% |
| 2 | Technology | 3.95% |
| 3 | Financials | 3.14% |
| 4 | Industrials | 3.06% |
| 5 | Consumer Staples | 2.41% |
