CIA

Choate Investment Advisors Portfolio holdings

AUM $4.61B
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.5M
3
+$4.83M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.52M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M

Top Sells

1
+$27.5M
2
+$13.4M
3
+$9.53M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$5.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.37M

Sector Composition

1 Technology 5.63%
2 Healthcare 4.99%
3 Industrials 3.62%
4 Financials 3.49%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.29M 0.51%
222,202
-8,894
27
$7.29M 0.51%
50,216
-321
28
$7.05M 0.49%
113,897
-11,877
29
$6.54M 0.45%
127,903
-7,211
30
$6.47M 0.45%
193,628
-6,304
31
$6.09M 0.42%
73,155
-40,375
32
$5.16M 0.36%
109,113
-11,271
33
$4.98M 0.35%
34,029
-926
34
$4.94M 0.34%
125,570
-2,445
35
$4.69M 0.32%
72,605
-1,736
36
$4.62M 0.32%
82,669
-9,610
37
$4.6M 0.32%
127,452
-7,406
38
$4.59M 0.32%
35,972
-3,360
39
$4.56M 0.32%
21
40
$4.52M 0.31%
37,597
-4,052
41
$4.24M 0.29%
74,056
-3,810
42
$4.19M 0.29%
50,701
43
$4.14M 0.29%
75,338
+67
44
$4.12M 0.29%
39,268
-2,406
45
$4.01M 0.28%
57,420
-880
46
$3.87M 0.27%
25,460
-2,774
47
$3.69M 0.26%
40,129
-20
48
$3.6M 0.25%
102,200
-10,680
49
$3.59M 0.25%
125,162
+1,030
50
$3.27M 0.23%
91,360
+460
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