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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.26%
80,833
+13,320
52
$3.62M 0.26%
58,599
+12,371
53
$3.61M 0.26%
38,799
-1,836
54
$3.56M 0.26%
37,646
+1,971
55
$3.45M 0.25%
49,893
+14,055
56
$3.4M 0.25%
40,835
-26
57
$3.26M 0.24%
34,813
-327
58
$3.26M 0.24%
112,454
+15,528
59
$3.13M 0.23%
42,158
+4,457
60
$3.12M 0.23%
44,461
+12,303
61
$2.97M 0.22%
39,107
-16,173
62
$2.91M 0.21%
107,753
+10,000
63
$2.89M 0.21%
101,109
+27,819
64
$2.88M 0.21%
40,856
+14,860
65
$2.88M 0.21%
26,161
+2,641
66
$2.85M 0.21%
53,438
+35,890
67
$2.8M 0.2%
36,868
-42
68
$2.78M 0.2%
48,364
+1,504
69
$2.78M 0.2%
81,024
+7,174
70
$2.73M 0.2%
28,368
+10,243
71
$2.58M 0.19%
30,265
+9,263
72
$2.53M 0.18%
96,180
-87,940
73
$2.53M 0.18%
+95,300
74
$2.52M 0.18%
42,706
-2,272
75
$2.43M 0.18%
20,284
+5,522
1 2
3
4 5