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
$1.65B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.63M
3
+$4.72M
4
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.26M

Top Sells

1
+$36.6M
2
+$17.2M
3
+$10.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.75M

Sector Composition

1 Technology 5.69%
2 Healthcare 4.07%
3 Industrials 4.04%
4 Financials 3.87%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.14%
8,318
77
$2.16M 0.13%
17,304
78
$2.07M 0.13%
46,232
-1,011
79
$2.05M 0.12%
25,117
+5,620
80
$2.03M 0.12%
34,422
-1,780
81
$1.97M 0.12%
16,315
-60
82
$1.84M 0.11%
18,188
+29
83
$1.77M 0.11%
13,842
84
$1.62M 0.1%
40,866
+117
85
$1.58M 0.1%
15,908
-216
86
$1.55M 0.09%
7,346
-100
87
$1.44M 0.09%
10,474
88
$1.43M 0.09%
8,118
89
$1.41M 0.09%
10,349
-85
90
$1.38M 0.08%
26,511
-4
91
$1.37M 0.08%
4,199
92
$1.35M 0.08%
45,818
-223,639
93
$1.35M 0.08%
27,892
94
$1.32M 0.08%
12,868
-335
95
$1.31M 0.08%
22,352
96
$1.3M 0.08%
4,344
+8
97
$1.3M 0.08%
16,999
-216
98
$1.29M 0.08%
28,769
-342
99
$1.28M 0.08%
21,164
-23,944
100
$1.28M 0.08%
8,002
-20
2 3
4
5 6