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
$1.95B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.1M
3
+$19.2M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$15.1M
5
EEMS icon
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
+$11.4M

Top Sells

1
+$17.9M
2
+$17.1M
3
+$16.3M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$11.6M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$10.6M

Sector Composition

1 Technology 4.92%
2 Healthcare 3.66%
3 Industrials 3.48%
4 Financials 3.38%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 0.56%
131,317
-5,506
27
$10.6M 0.54%
53,611
-643
28
$10.4M 0.53%
121,243
-1,793
29
$10.2M 0.52%
110,536
-9,883
30
$10.1M 0.52%
104,854
-7,914
31
$10.1M 0.52%
219,335
-4,024
32
$7.88M 0.4%
252,635
-22,595
33
$6.83M 0.35%
36,051
-1,090
34
$6.71M 0.34%
195,258
-2,688
35
$6.61M 0.34%
115,756
-5,179
36
$5.71M 0.29%
87,719
-86,640
37
$5.66M 0.29%
67,725
-14,778
38
$5.48M 0.28%
27,863
-2,566
39
$5.36M 0.27%
18
40
$5.23M 0.27%
30,388
-700
41
$5.16M 0.26%
98,000
-680
42
$5.13M 0.26%
98,040
-200
43
$5.08M 0.26%
115,680
-430
44
$4.99M 0.26%
49,001
-1,300
45
$4.99M 0.26%
62,159
-3,324
46
$4.96M 0.25%
84,780
+1,220
47
$4.95M 0.25%
69,740
+774
48
$4.94M 0.25%
86,768
-4,502
49
$4.88M 0.25%
80,451
-15,768
50
$4.85M 0.25%
73,371
-15,549
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