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
$1.69B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$10.1M
3
+$9.25M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$8.41M
5
CCF
Chase Corporation
CCF
+$7.53M

Top Sells

1
+$41.8M
2
+$37.8M
3
+$13.9M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$12.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.5M

Sector Composition

1 Technology 4.88%
2 Healthcare 3.92%
3 Industrials 3.38%
4 Financials 3.32%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.13M 0.54%
87,784
+8,756
27
$7.96M 0.47%
99,535
+1,444
28
$7.61M 0.45%
85,480
+4,380
29
$7.54M 0.45%
124,009
-688,067
30
$7.47M 0.44%
21,643
-5,627
31
$6.93M 0.41%
171,982
-311
32
$6.86M 0.41%
74,784
-13,351
33
$6.66M 0.39%
102,670
-12,866
34
$6.49M 0.38%
33,816
+2,810
35
$6.41M 0.38%
60,889
+7,500
36
$6.38M 0.38%
80,440
+4,914
37
$6.18M 0.37%
38,671
+5,917
38
$6.12M 0.36%
113,339
+7,388
39
$6.02M 0.36%
20
+2
40
$5.64M 0.33%
96,200
+9,720
41
$5.59M 0.33%
95,020
+3,440
42
$5.25M 0.31%
65,123
+2,049
43
$5.02M 0.3%
122,930
-9,059
44
$4.77M 0.28%
43,618
+995
45
$4.74M 0.28%
181,505
-102,730
46
$4.54M 0.27%
26,131
+1,539
47
$4.43M 0.26%
61,153
-3,864
48
$4.09M 0.24%
50,405
+3,096
49
$4.04M 0.24%
80,741
+3,249
50
$4M 0.24%
77,291
+1,549
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