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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26.9K ﹤0.01%
+743
277
$26.2K ﹤0.01%
+552
278
$25.7K ﹤0.01%
+1,318
279
$23.8K ﹤0.01%
271
+92
280
$21.9K ﹤0.01%
+299
281
$19.4K ﹤0.01%
189
-1,932
282
$19.1K ﹤0.01%
+529
283
$17.5K ﹤0.01%
632
+376
284
$17.2K ﹤0.01%
1,000
-10,932
285
$16.3K ﹤0.01%
281
-43,834
286
$16.2K ﹤0.01%
+137
287
$15.7K ﹤0.01%
187
+48
288
$13.3K ﹤0.01%
+335
289
$12.3K ﹤0.01%
+363
290
$12.1K ﹤0.01%
268
-69
291
$12.1K ﹤0.01%
905
+833
292
$9.18K ﹤0.01%
173
293
$8.68K ﹤0.01%
254
+165
294
$7.33K ﹤0.01%
+188
295
$6.44K ﹤0.01%
594
-15,618
296
$5.05K ﹤0.01%
+158
297
$2.99K ﹤0.01%
40
-252
298
$1.78K ﹤0.01%
15
299
$1.48K ﹤0.01%
+61
300
– –
-7,084
9 10 11
12
13