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
76
$2.32M 0.17%
40,573
+25,520
77
$2.3M 0.17%
53,260
+39,544
78
$2.19M 0.16%
27,533
+2,021
79
$2.14M 0.16%
18,673
80
$2.1M 0.15%
78,377
+10,393
81
$2.07M 0.15%
28,318
+9,930
82
$2.01M 0.15%
47,514
-3,430
83
$1.9M 0.14%
17,349
+11,321
84
$1.89M 0.14%
21,053
-93,637
85
$1.88M 0.14%
+45,140
86
$1.85M 0.13%
19,405
+2,204
87
$1.8M 0.13%
36,645
+6,759
88
$1.8M 0.13%
+25,505
89
$1.77M 0.13%
25,634
+158
90
$1.75M 0.13%
15,306
+10,594
91
$1.72M 0.13%
67,872
+10,338
92
$1.69M 0.12%
44,512
-22,703
93
$1.57M 0.11%
35,018
-1,429
94
$1.54M 0.11%
19,760
+10,587
95
$1.54M 0.11%
15,996
-5,500
96
$1.49M 0.11%
+39,020
97
$1.43M 0.1%
53,788
+6,520
98
$1.42M 0.1%
26,564
+1,224
99
$1.42M 0.1%
21,596
+2,235
100
$1.38M 0.1%
10,562
+3,324
2 3
4
5 6