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
101
$1.16M 0.08%
16,819
+509
102
$1.15M 0.08%
20,477
+9,799
103
$1.11M 0.08%
9,791
-150
104
$1.09M 0.08%
14,426
105
$1.05M 0.07%
17,695
+302
106
$1.04M 0.07%
14,585
+121
107
$1.04M 0.07%
11,984
-3,500
108
$991K 0.07%
15,145
-1,271
109
$962K 0.07%
9,240
-65
110
$960K 0.07%
12,130
-4,312
111
$953K 0.07%
15,005
-168
112
$900K 0.06%
7,873
-3,227
113
$884K 0.06%
12,909
114
$867K 0.06%
+36,200
115
$852K 0.06%
6,118
-375
116
$850K 0.06%
14,641
+694
117
$845K 0.06%
13,336
+593
118
$844K 0.06%
28,952
-748
119
$799K 0.06%
13,428
-1,804
120
$786K 0.05%
8,865
+1,488
121
$744K 0.05%
633,160
-8,800
122
$727K 0.05%
7,244
-350
123
$715K 0.05%
6,003
+771
124
$682K 0.05%
55,556
125
$672K 0.05%
12,456
-160
3 4
5
6 7