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CIA
Choate Investment Advisors Portfolio holdings
AUM
$5.11B
1-Year Est. Return
17.22%
This Fund
S&P 500
1 Year Est. Return
+17.22%
AUM
$1.52B
AUM Growth
-$129M
(-7.8%)
Holding
320
Top Buys
| 1 | +$48.7M | |
| 2 | +$21.8M | |
| 3 | +$9.11M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.54M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.53M |
Top Sells
| 1 | +$109M | |
| 2 | +$21M | |
| 3 | +$9.72M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.02M |
| 5 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$2.98M |
Sector Composition
| 1 | Technology | 7.86% |
| 2 | Healthcare | 5.17% |
| 3 | Financials | 3.97% |
| 4 | Industrials | 3.76% |
| 5 | Consumer Discretionary | 2.93% |