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
$1.65B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.63M
3
+$4.72M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.26M

Top Sells

1
+$36.6M
2
+$17.2M
3
+$10.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.75M

Sector Composition

1 Technology 5.69%
2 Healthcare 4.07%
3 Industrials 4.04%
4 Financials 3.87%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.99M 0.49%
86,500
-300
27
$7.91M 0.48%
113,327
-15,001
28
$7.42M 0.45%
33,971
+618
29
$7.24M 0.44%
60,889
30
$7.18M 0.44%
51,601
-9,300
31
$6.86M 0.42%
18,271
-584
32
$6.79M 0.41%
20
33
$6.74M 0.41%
77,669
-411
34
$6.3M 0.38%
94,200
-60
35
$6.22M 0.38%
92,860
-320
36
$6.19M 0.38%
36,310
37
$5.95M 0.36%
160,183
-2,028
38
$5.37M 0.33%
77,394
-1,786
39
$5.32M 0.32%
42,759
40
$5.02M 0.3%
56,656
-3,138
41
$4.81M 0.29%
100,275
-8,847
42
$4.61M 0.28%
104,635
-857
43
$4.61M 0.28%
32,228
44
$4.58M 0.28%
19,014
+2
45
$4.17M 0.25%
44,243
-762
46
$4.14M 0.25%
77,291
47
$4M 0.24%
29,239
-7
48
$3.99M 0.24%
88,150
-27,291
49
$3.95M 0.24%
22,001
+6
50
$3.89M 0.24%
49,001
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