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
151
$716K 0.04%
22,835
152
$710K 0.04%
14,511
-320
153
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154
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155
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157
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158
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159
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160
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163
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164
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15,490
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165
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166
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167
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39,600
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168
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169
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170
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8,603
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11,675
172
$529K 0.03%
7,046
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173
$524K 0.03%
8,640
174
$521K 0.03%
6,145
+420
175
$510K 0.03%
5,862
-431
5 6
7
8 9