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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$656K 0.04%
13,261
-1,241
152
$652K 0.04%
5,122
-477
153
$643K 0.04%
7,839
-20
154
$626K 0.04%
5,233
155
$620K 0.04%
2,779
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156
$610K 0.04%
15,490
157
$606K 0.04%
2,395
+60
158
$604K 0.04%
23,805
159
$600K 0.04%
10,983
160
$597K 0.04%
6,703
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161
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13,858
-571
162
$582K 0.03%
57,975
163
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+25,280
164
$577K 0.03%
8,640
165
$574K 0.03%
6,385
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166
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167
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168
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169
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9,818
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170
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11,010
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171
$551K 0.03%
11,195
172
$549K 0.03%
13,082
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173
$547K 0.03%
9,480
-9,015
174
$531K 0.03%
9,148
-18,218
175
$524K 0.03%
16,741
-6,094
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