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
301
$40.9K ﹤0.01%
857
302
$37.8K ﹤0.01%
500
303
$33.5K ﹤0.01%
2,076
304
$28.3K ﹤0.01%
370
-1,638
305
$26.9K ﹤0.01%
1,467
306
$25.5K ﹤0.01%
428
307
$21.6K ﹤0.01%
550
308
$19.1K ﹤0.01%
292
309
$18.3K ﹤0.01%
733
310
$17.2K ﹤0.01%
870
311
$15.1K ﹤0.01%
+480
312
$13.5K ﹤0.01%
200
313
$12.5K ﹤0.01%
55
-120
314
$11.2K ﹤0.01%
360
315
$11.1K ﹤0.01%
265
316
$10.3K ﹤0.01%
255
-440
317
$8.2K ﹤0.01%
192
318
$7.83K ﹤0.01%
150
319
$5.76K ﹤0.01%
141
320
– –
-2,500
321
– –
-3,616
322
– –
-20,600
323
– –
-2,785
324
– –
-2,165
325
– –
-583
10 11 12
13
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