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
$1.62B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$9.56M
3
+$7.44M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$3.23M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$1.91M

Top Sells

1
+$22.2M
2
+$20.2M
3
+$17.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.4M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$6.05M

Sector Composition

1 Technology 5.12%
2 Industrials 3.86%
3 Healthcare 3.85%
4 Financials 3.64%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.07M 0.5%
96,474
-1,278
27
$7.74M 0.48%
33,353
-463
28
$7.7M 0.48%
269,457
-146,394
29
$7.53M 0.47%
86,800
+1,740
30
$7.46M 0.46%
122,234
-620
31
$6.8M 0.42%
60,889
32
$6.74M 0.42%
74,729
+1,730
33
$6.65M 0.41%
18,855
-700
34
$6.27M 0.39%
78,080
-3,668
35
$6.24M 0.39%
20
36
$5.86M 0.36%
36,310
-1,979
37
$5.75M 0.36%
94,260
-900
38
$5.69M 0.35%
93,180
-1,080
39
$5.53M 0.34%
162,211
-7,508
40
$5.39M 0.33%
109,122
-3,795
41
$5.16M 0.32%
79,180
-14,743
42
$5.06M 0.31%
42,759
-859
43
$4.86M 0.3%
115,441
-143,118
44
$4.53M 0.28%
59,794
-3,036
45
$4.48M 0.28%
32,228
46
$4.33M 0.27%
105,492
+2,846
47
$4.26M 0.26%
77,291
48
$4.06M 0.25%
18,908
-1,365
49
$4.01M 0.25%
29,246
-93
50
$3.87M 0.24%
45,005
-2,803
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