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
$1.65B
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
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$2.29M
5
XLF icon
State Street Financial Select Sector SPDR ETF
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
126
$791K 0.05%
134,400
-4,280
127
$786K 0.05%
4,072
+10
128
$760K 0.05%
11,020
-385
129
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11,304
-210
130
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8,738
-20
131
$724K 0.04%
3,542
-383
132
$717K 0.04%
11,654
-120
133
$701K 0.04%
5,120
-155
134
$684K 0.04%
4,183
135
$683K 0.04%
2,323
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136
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3,327
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137
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1,948
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138
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18,935
-1,864
139
$653K 0.04%
7,121
140
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141
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142
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143
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144
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10,564
145
$619K 0.04%
2,818
146
$592K 0.04%
21,204
-55,779
147
$586K 0.04%
8,510
148
$584K 0.04%
7,239
-176
149
$577K 0.04%
5,486
150
$564K 0.03%
9,456
4 5
6
7 8