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CIA
Choate Investment Advisors Portfolio holdings
AUM
$5.11B
1-Year Est. Return
17.2%
This Fund
S&P 500
This Quarter
Est. Return
-2.89%
1 Year Est. Return
+17.2%
3 Year Est. Return
+59.97%
5 Year Est. Return
+71.05%
10 Year Est. Return
+202.51%
AUM
$5.11B
AUM Growth
+$14.4M
(+0.28%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
61.28%
Holding
468
New
24
Increased
160
Reduced
174
Closed
30
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$201M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$91.3M |
| 3 |
Global X S&P 500 Catholic Values ETF
CATH
|
+$11.9M |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$11.6M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$9.96M |
Top Sells
| 1 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
+$82.6M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$48.1M |
| 3 |
Home Depot
HD
|
+$5.64M |
| 4 |
TJX Companies
TJX
|
+$4.12M |
| 5 |
Walmart Inc
WMT
|
+$1.92M |
Sector Composition
| 1 | Technology | 11.17% |
| 2 | Financials | 5.37% |
| 3 | Healthcare | 4.48% |
| 4 | Consumer Discretionary | 4.45% |
| 5 | Communication Services | 3.88% |
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