CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$78.7M
3
+$43.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$20.5M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16.5M

Top Sells

1
+$138M
2
+$58.4M
3
+$42.5M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$17.5M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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