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
101
$1.27M 0.08%
17,068
-1,797
102
$1.24M 0.08%
3,813
-30
103
$1.2M 0.07%
41,516
-1,325
104
$1.13M 0.07%
20,379
-2,965
105
$1.11M 0.07%
9,272
-245
106
$1.11M 0.07%
6,247
+15
107
$1.1M 0.07%
10,426
108
$1.07M 0.07%
18,066
-75
109
$1.07M 0.07%
9,809
-235
110
$1.06M 0.06%
7,276
111
$1.05M 0.06%
9,116
-40
112
$1.04M 0.06%
8,149
-79
113
$1.01M 0.06%
11,650
114
$996K 0.06%
5,648
-2,050
115
$987K 0.06%
1,244
116
$981K 0.06%
14,253
-245
117
$954K 0.06%
9,468
-298
118
$931K 0.06%
17,568
+800
119
$922K 0.06%
4,857
+70
120
$899K 0.05%
7,316
-220
121
$856K 0.05%
2,893
122
$817K 0.05%
4,714
+15
123
$811K 0.05%
5,940
124
$810K 0.05%
10,237
125
$795K 0.05%
6,895
3 4
5
6 7