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
$1.69B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$10.1M
3
+$9.25M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$8.41M
5
CCF
Chase Corporation
CCF
+$7.53M

Top Sells

1
+$41.8M
2
+$37.8M
3
+$13.9M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$12.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.5M

Sector Composition

1 Technology 4.88%
2 Healthcare 3.92%
3 Industrials 3.38%
4 Financials 3.32%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.07%
29,436
+480
102
$1.17M 0.07%
4,272
+1,246
103
$1.17M 0.07%
22,352
-12,156
104
$1.17M 0.07%
27,092
+10,600
105
$1.15M 0.07%
7,586
106
$1.13M 0.07%
8,409
-1,820
107
$1.12M 0.07%
1,546
108
$1.11M 0.07%
44,942
+2,931
109
$1.1M 0.07%
6,940
+1,000
110
$1.1M 0.07%
13,463
-140
111
$1.08M 0.06%
7,510
+175
112
$1.05M 0.06%
15,332
+2,110
113
$1.03M 0.06%
19,102
+1,319
114
$1.03M 0.06%
10,452
+2,650
115
$984K 0.06%
8,024
+1,430
116
$983K 0.06%
9,852
+13
117
$964K 0.06%
20,007
+135
118
$935K 0.06%
5,002
+1,400
119
$915K 0.05%
7,379
+532
120
$911K 0.05%
16,957
-165
121
$902K 0.05%
11,650
122
$862K 0.05%
8,266
+4,979
123
$852K 0.05%
4,862
-95
124
$845K 0.05%
23,856
-29,536
125
$826K 0.05%
12,709
+4,030
3 4
5
6 7