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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$979K 0.06%
12,341
-65
127
$968K 0.06%
13,252
-92
128
$961K 0.06%
84,060
+24,444
129
$960K 0.06%
8,720
130
$958K 0.06%
11,702
-1,583
131
$949K 0.06%
11,643
+181
132
$944K 0.06%
15,353
+11,316
133
$918K 0.06%
14,406
-131
134
$903K 0.06%
30,203
135
$903K 0.06%
732
+11
136
$894K 0.06%
11,777
+145
137
$886K 0.06%
17,567
-2,477
138
$873K 0.05%
+13,655
139
$864K 0.05%
7,182
+375
140
$858K 0.05%
15,759
+159
141
$850K 0.05%
8,607
+759
142
$846K 0.05%
9,957
-1,575
143
$829K 0.05%
10,359
-570
144
$828K 0.05%
7,606
+80
145
$788K 0.05%
13,208
+4,553
146
$788K 0.05%
18,100
+400
147
$772K 0.05%
16,405
+135
148
$769K 0.05%
21,645
+400
149
$730K 0.05%
8,986
+3,986
150
$725K 0.05%
14,502
-1,836
4 5
6
7 8