CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24.7K ﹤0.01%
+600
277
$18.5K ﹤0.01%
+491
278
$14.5K ﹤0.01%
+179
279
$13.9K ﹤0.01%
+337
280
$11.6K ﹤0.01%
139
-2,038
281
$9.62K ﹤0.01%
+173
282
$9.26K ﹤0.01%
+282
283
$6.65K ﹤0.01%
256
-8,351
284
$5.96K ﹤0.01%
+120
285
$4.46K ﹤0.01%
+250
286
$4.36K ﹤0.01%
+72
287
$2K ﹤0.01%
+89
288
$1.72K ﹤0.01%
+15
289
– –
-6,505
290
– –
-3,853
291
– –
-1,940
292
– –
-2,000
293
– –
-8,385
294
– –
-10,285
295
– –
-4,500
296
– –
-1,710
297
– –
-27,682
298
– –
-4,220
8 9 10 11
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