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CIA
Choate Investment Advisors Portfolio holdings
AUM
$5.11B
1-Year Est. Return
17.22%
This Fund
S&P 500
1 Year Est. Return
+17.22%
AUM
$1.71B
AUM Growth
+$131M
(+8.3%)
Holding
260
Top Buys
| 1 | +$37M | |
| 2 | +$27.1M | |
| 3 | +$25.4M | |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$12.4M |
| 5 |
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
+$6.12M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$17.9M | |
| 3 | +$9.1M | |
| 4 |
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
|
+$5.59M |
| 5 |
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
|
+$5.46M |
Sector Composition
| 1 | Technology | 5.83% |
| 2 | Healthcare | 4.31% |
| 3 | Industrials | 3.92% |
| 4 | Financials | 3.57% |
| 5 | Consumer Staples | 2.16% |