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
101
$1.37M 0.1%
15,430
+971
102
$1.37M 0.1%
10,662
+4,763
103
$1.33M 0.1%
7,034
104
$1.31M 0.1%
11,323
-2,492
105
$1.29M 0.09%
+9,659
106
$1.23M 0.09%
34,620
+4,630
107
$1.21M 0.09%
16,029
+7,376
108
$1.18M 0.09%
12,574
-1,095
109
$1.18M 0.09%
17,176
+924
110
$1.17M 0.09%
12,256
+5,868
111
$1.17M 0.09%
12,429
+4,685
112
$1.14M 0.08%
+29,969
113
$1.13M 0.08%
52,042
+8,677
114
$1.12M 0.08%
13,620
-596
115
$1.11M 0.08%
26,943
-221
116
$1.09M 0.08%
11,593
+1,035
117
$1.04M 0.08%
7,575
+1,080
118
$1.01M 0.07%
12,880
-323
119
$1M 0.07%
10,580
+155
120
$981K 0.07%
13,600
+3,487
121
$961K 0.07%
61,940
+10,520
122
$954K 0.07%
53,319
+14,413
123
$919K 0.07%
13,732
+6,265
124
$909K 0.07%
11,157
+1,775
125
$903K 0.07%
+18,400
3 4
5
6 7