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
101
$1.19M 0.07%
18,865
-122
102
$1.19M 0.07%
10,044
-158
103
$1.18M 0.07%
4,336
-745
104
$1.15M 0.07%
17,215
+460
105
$1.14M 0.07%
8,228
+51
106
$1.12M 0.07%
8,022
-2
107
$1.12M 0.07%
3,843
-59
108
$1.11M 0.07%
9,766
-13
109
$1.1M 0.07%
42,841
-1,746
110
$1.07M 0.07%
14,498
-366
111
$1.06M 0.07%
10,426
-26
112
$1.05M 0.07%
6,232
-708
113
$1.05M 0.06%
9,517
-362
114
$1.04M 0.06%
23,344
-9
115
$1M 0.06%
18,141
-1,632
116
$992K 0.06%
4,787
-75
117
$970K 0.06%
7,276
118
$948K 0.06%
9,156
-4,410
119
$938K 0.06%
11,650
120
$936K 0.06%
7,536
-730
121
$923K 0.06%
16,768
122
$876K 0.05%
1,244
123
$874K 0.05%
14,235
+4,500
124
$804K 0.05%
4,062
-44
125
$793K 0.05%
4,699
-346
3 4
5
6 7