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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$902K 0.06%
8,720
-76
127
$897K 0.06%
14,537
+1,192
128
$861K 0.06%
11,462
-418
129
$835K 0.05%
10,929
-1,068
130
$812K 0.05%
17,700
131
$812K 0.05%
11,532
-330
132
$811K 0.05%
4,794
133
$782K 0.05%
16,270
+2,205
134
$781K 0.05%
31,043
+4,093
135
$772K 0.05%
16,338
-4,312
136
$767K 0.05%
25,861
-8,392
137
$762K 0.05%
5,585
+725
138
$761K 0.05%
9,154
-55,813
139
$760K 0.05%
15,600
+4,817
140
$758K 0.05%
16,338
-4,139
141
$758K 0.05%
6,807
-140
142
$750K 0.05%
21,245
143
$749K 0.05%
27,480
144
$739K 0.05%
8,385
145
$735K 0.05%
14,831
+1,965
146
$725K 0.05%
22,835
+12,460
147
$719K 0.05%
7,526
-2,033
148
$712K 0.05%
7,848
-327
149
$707K 0.05%
14,542
+1,709
150
$693K 0.05%
18,043
+46
4 5
6
7 8