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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.05%
25,760
127
$991K 0.05%
19,740
128
$984K 0.05%
6,714
-75
129
$977K 0.05%
10,163
130
$921K 0.04%
23,684
131
$918K 0.04%
8,007
132
$915K 0.04%
20,001
-3,906
133
$907K 0.04%
1,978
-129
134
$895K 0.04%
5,877
135
$884K 0.04%
13,944
136
$871K 0.04%
6,852
-211
137
$865K 0.04%
22,823
-1,266
138
$846K 0.04%
5,113
+521
139
$835K 0.04%
11,948
-1,420
140
$835K 0.04%
8,916
141
$809K 0.04%
6,167
142
$805K 0.04%
22,629
143
$787K 0.04%
8,475
144
$784K 0.04%
36,174
145
$773K 0.04%
18,920
146
$757K 0.04%
2,314
147
$730K 0.04%
4,831
-395
148
$728K 0.04%
6,162
149
$708K 0.03%
8,534
-131
150
$707K 0.03%
2,857
4 5
6
7 8