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
$3.81B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$24M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.01M
5
TSM icon
TSMC
TSM
+$7.11M

Top Sells

1
+$26.9M
2
+$17.6M
3
+$13.4M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.23M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.86M

Sector Composition

1 Technology 12.58%
2 Healthcare 5.78%
3 Financials 5.2%
4 Consumer Discretionary 4.75%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$302K 0.01%
1,485
+235
302
$299K 0.01%
957
303
$298K 0.01%
4,825
304
$298K 0.01%
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305
$297K 0.01%
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306
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543
307
$292K 0.01%
1,185
308
$292K 0.01%
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309
$291K 0.01%
2,104
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310
$286K 0.01%
7,357
+544
311
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1,994
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312
$281K 0.01%
943
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313
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314
$281K 0.01%
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315
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316
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1,412
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317
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318
$273K 0.01%
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319
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320
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1,551
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321
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7,005
322
$267K 0.01%
4,602
-270
323
$266K 0.01%
9,957
-3,950
324
$265K 0.01%
12,630
325
$263K 0.01%
9,600
11 12
13
14 15