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
$1.62B
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$1.55M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.49M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.48M

Top Sells

1
+$74.1M
2
+$15.9M
3
+$13.4M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.93M

Sector Composition

1 Technology 8.31%
2 Healthcare 4.33%
3 Financials 4.32%
4 Industrials 4.2%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-90
302
$0 ﹤0.01%
1
-623
303
– –
-490
304
– –
-562
305
$0 ﹤0.01%
+11
306
– –
-820
307
– –
-50,000
308
– –
-5,840
309
– –
-3,783
310
$0 ﹤0.01%
3
311
$0 ﹤0.01%
3
312
– –
-2,410
313
– –
-9,079
314
– –
-23,558
9 10 11 12
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