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
$1.44B
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.5M
3
+$4.83M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.52M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M

Top Sells

1
+$27.5M
2
+$13.4M
3
+$9.53M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$5.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.37M

Sector Composition

1 Technology 5.63%
2 Healthcare 4.99%
3 Industrials 3.62%
4 Financials 3.49%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.06M 0.14%
41,072
-2,638
77
$1.96M 0.14%
30,898
-6,933
78
$1.87M 0.13%
34,475
-40
79
$1.82M 0.13%
23,066
-4,732
80
$1.81M 0.13%
16,317
-3,546
81
$1.78M 0.12%
43,545
-98
82
$1.72M 0.12%
14,718
-1,975
83
$1.64M 0.11%
50,287
-2,290
84
$1.62M 0.11%
54,268
-192,878
85
$1.55M 0.11%
28,520
-280
86
$1.51M 0.1%
62,139
+177
87
$1.47M 0.1%
120,000
88
$1.45M 0.1%
+13,565
89
$1.43M 0.1%
14,603
-138
90
$1.42M 0.1%
8,611
-2,295
91
$1.4M 0.1%
16,430
-2,295
92
$1.38M 0.1%
7,201
+167
93
$1.38M 0.1%
15,781
-519
94
$1.37M 0.09%
41,936
-14,140
95
$1.36M 0.09%
+32,055
96
$1.34M 0.09%
16,962
-3,550
97
$1.31M 0.09%
10,924
98
$1.19M 0.08%
20,468
99
$1.17M 0.08%
11,541
+184
100
$1.17M 0.08%
5,244
2 3
4
5 6