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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$91.8K ﹤0.01%
2,625
277
$87.2K ﹤0.01%
1,050
-350
278
$86.3K ﹤0.01%
738
279
$85.3K ﹤0.01%
830
280
$83.7K ﹤0.01%
695
281
$80.9K ﹤0.01%
+415
282
$79.8K ﹤0.01%
12,329
283
$74.5K ﹤0.01%
10,000
284
$73.2K ﹤0.01%
2,048
285
$73K ﹤0.01%
1,465
286
$69.6K ﹤0.01%
1,290
287
$63.5K ﹤0.01%
1,975
-6,240
288
$62.3K ﹤0.01%
3,580
-4,610
289
$62K ﹤0.01%
5,128
290
$60.9K ﹤0.01%
2,225
291
$58.8K ﹤0.01%
832
-340
292
$57K ﹤0.01%
1,350
293
$56.1K ﹤0.01%
670
294
$54.8K ﹤0.01%
500
295
$52.1K ﹤0.01%
625
296
$51.5K ﹤0.01%
928
297
$51K ﹤0.01%
512
-889
298
$49.8K ﹤0.01%
784
299
$44.6K ﹤0.01%
1,851
300
$42K ﹤0.01%
790
-205
10 11
12
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