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
$1.44B
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.5M
3
+$4.83M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.52M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M

Top Sells

1
+$27.5M
2
+$13.4M
3
+$9.53M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$5.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.37M

Sector Composition

1 Technology 5.63%
2 Healthcare 4.99%
3 Industrials 3.62%
4 Financials 3.49%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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252
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253
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-19,512
254
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-3,597
255
– –
-7,000
256
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-8,796
257
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-5,035
258
– –
-19,615
259
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-13,484
7 8 9 10
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