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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$889K 0.06%
14,191
+5,972
127
$867K 0.06%
16,561
+99
128
$860K 0.06%
26,824
+1,464
129
$851K 0.06%
12,369
-35
130
$848K 0.06%
15,124
+6,040
131
$844K 0.06%
8,597
+332
132
$800K 0.06%
39,138
+16,860
133
$796K 0.06%
9,759
+4,056
134
$794K 0.06%
8,801
-9,103
135
$790K 0.06%
18,227
+916
136
$771K 0.06%
5,233
137
$767K 0.06%
7,184
+1,451
138
$754K 0.05%
16,305
+830
139
$744K 0.05%
4,282
+1,395
140
$730K 0.05%
15,132
-3,224
141
$720K 0.05%
2,379
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142
$710K 0.05%
7,115
+1,630
143
$691K 0.05%
55,556
144
$664K 0.05%
7,820
-103
145
$642K 0.05%
23,805
146
$641K 0.05%
4,320
-4,594
147
$622K 0.05%
10,593
-1,755
148
$617K 0.04%
12,518
-3,057
149
$615K 0.04%
9,385
+556
150
$609K 0.04%
+7,283
4 5
6
7 8