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CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$233M
2
+$105M
3
+$95.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$40M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$23M

Top Sells

1
+$186M
2
+$43.6M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.69M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.04M

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
326
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-6,316
327
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-3,223
328
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-1,095
329
– –
-269
330
– –
-2,822
331
– –
-10,000
332
– –
-3,337
333
– –
-800
334
– –
-3,569
335
– –
-1,213
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