CIA

Choate Investment Advisors Portfolio holdings

AUM $4.83B
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.82M 0.46%
138,516
-8,565
27
$7.46M 0.44%
58,961
+4,080
28
$7.06M 0.41%
228,520
-7,298
29
$6.9M 0.4%
63,300
+48,015
30
$6.71M 0.39%
238,354
-54,880
31
$6.44M 0.38%
154,340
-15,095
32
$6.11M 0.36%
146,498
-6,385
33
$6.04M 0.35%
123,451
-1,685
34
$5.97M 0.35%
82,151
-2,041
35
$5.91M 0.35%
112,403
-833
36
$5.89M 0.35%
203,557
+4,494
37
$5.72M 0.34%
47,791
-727
38
$5.21M 0.31%
52,225
-19,919
39
$5.18M 0.3%
44,446
+375
40
$4.94M 0.29%
100,903
-9,540
41
$4.82M 0.28%
72,634
-4,455
42
$4.75M 0.28%
25
-9
43
$4.45M 0.26%
102,825
-14,026
44
$4.36M 0.26%
78,932
-10,637
45
$4.32M 0.25%
63,957
-1,196
46
$4.18M 0.25%
135,196
-2,508
47
$4.1M 0.24%
49,998
-256
48
$4.06M 0.24%
47,830
+2,966
49
$4.03M 0.24%
34,150
+220
50
$3.93M 0.23%
39,017
-2,386
1
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