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
76
$2.1M 0.13%
76,983
-814,675
77
$2.09M 0.13%
74,701
+605
78
$2.07M 0.13%
27,719
-106
79
$2.07M 0.13%
17,304
-265
80
$2.04M 0.13%
8,318
81
$2M 0.12%
36,202
-899
82
$1.93M 0.12%
47,243
-2,973
83
$1.86M 0.12%
18,749
-945
84
$1.71M 0.11%
18,159
+81
85
$1.61M 0.1%
40,749
-2,904
86
$1.6M 0.1%
4,199
87
$1.51M 0.09%
19,497
+345
88
$1.49M 0.09%
10,474
+50
89
$1.48M 0.09%
13,842
-4,040
90
$1.44M 0.09%
16,124
91
$1.43M 0.09%
7,446
92
$1.41M 0.09%
7,698
93
$1.34M 0.08%
26,515
-60
94
$1.34M 0.08%
10,434
-5
95
$1.31M 0.08%
29,111
-53
96
$1.3M 0.08%
16,375
-819
97
$1.3M 0.08%
8,118
98
$1.25M 0.08%
27,892
99
$1.2M 0.07%
13,203
-194
100
$1.19M 0.07%
22,352
2 3
4
5 6