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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$29.1M
3
+$13.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.7M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$12.6M

Top Sells

1
+$26.2M
2
+$23.9M
3
+$12.4M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$11.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$11.1M

Sector Composition

1 Healthcare 4.02%
2 Technology 3.95%
3 Financials 3.14%
4 Industrials 3.06%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-11,558
277
– –
-2,912
278
– –
-5,936
279
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-173
280
– –
-7,283
281
– –
-20,865
282
– –
-12
283
– –
-10,000
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