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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 0.58%
219,463
+11,388
27
$7.89M 0.57%
125,999
-102
28
$7.65M 0.56%
68,217
+24,454
29
$6.75M 0.49%
187,482
+10,100
30
$6.61M 0.48%
223,668
+27,867
31
$6.56M 0.48%
47,763
+10,985
32
$6.46M 0.47%
122,766
+36,200
33
$6.25M 0.46%
138,909
+9,319
34
$6.12M 0.45%
131,661
+24,995
35
$5.92M 0.43%
62,163
+26,874
36
$5.85M 0.43%
106,671
+10,582
37
$5.65M 0.41%
25
+4
38
$5.3M 0.39%
73,299
+3,218
39
$5M 0.36%
41,981
+23,353
40
$4.86M 0.35%
36,777
+2,999
41
$4.84M 0.35%
46,122
+5,600
42
$4.37M 0.32%
93,503
+6,388
43
$4.23M 0.31%
78,034
+9
44
$4.18M 0.3%
57,470
+8,321
45
$4.13M 0.3%
25,823
+637
46
$4.09M 0.3%
146,955
+21,619
47
$3.99M 0.29%
51,649
+348
48
$3.88M 0.28%
34,705
+3,767
49
$3.69M 0.27%
57,458
-46,284
50
$3.66M 0.27%
119,776
+2,574
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