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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$114M
3
+$77.8M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$44M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$29.6M

Top Sells

1
+$162M
2
+$88.6M
3
+$80.7M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$45.3M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.2M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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302
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304
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-54
305
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-9,013
306
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307
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-10,000
308
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-3,490
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