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
51
$3.7M 0.23%
70,793
-9,344
52
$3.68M 0.23%
19,012
-761
53
$3.57M 0.22%
49,001
54
$3.56M 0.22%
59,153
-2,000
55
$3.54M 0.22%
25,719
-356
56
$3.44M 0.21%
57,077
-5,054
57
$3.44M 0.21%
21,995
-110
58
$3.25M 0.2%
85,503
59
$3.25M 0.2%
58,387
-555
60
$3.13M 0.19%
57,545
-2,264
61
$3.08M 0.19%
20,936
-490
62
$2.96M 0.18%
125,580
+5,260
63
$2.93M 0.18%
17,814
+343
64
$2.89M 0.18%
85,194
-130
65
$2.85M 0.18%
24,007
-684
66
$2.64M 0.16%
24,309
-205
67
$2.63M 0.16%
45,108
+1,064
68
$2.52M 0.16%
50,057
-3,807
69
$2.48M 0.15%
11,442
-5
70
$2.43M 0.15%
14,977
-217
71
$2.36M 0.15%
19,566
-485
72
$2.21M 0.14%
14,632
+260
73
$2.16M 0.13%
16,581
+87
74
$2.11M 0.13%
18,869
-250
75
$2.1M 0.13%
41,459
-2,080
1 2
3
4 5