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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,590
252
– –
-5,343
253
– –
-2,043
7 8 9 10
11