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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$203K 0.01%
2,449
-334
252
$133K 0.01%
5,818
-247
253
$33.3K ﹤0.01%
54
254
$21.6K ﹤0.01%
208
255
$20.4K ﹤0.01%
441
256
$14.5K ﹤0.01%
433
257
$13.8K ﹤0.01%
+363
258
$13.8K ﹤0.01%
129
-2,093
259
$8.49K ﹤0.01%
135
260
$7.76K ﹤0.01%
376
261
$5.68K ﹤0.01%
102
262
$5.42K ﹤0.01%
139
-22,091
263
$1.84K ﹤0.01%
+104
264
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265
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266
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267
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– –
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270
– –
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271
– –
-1,200
272
– –
-24,924
273
– –
-1,464,985
274
– –
-21,020
275
– –
-5,940
8 9 10
11
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