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
$1.7B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$22.3M
3
+$19.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.3M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.1M

Top Sells

1
+$25.3M
2
+$14M
3
+$13.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.36M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M

Sector Composition

1 Healthcare 4.42%
2 Technology 4.34%
3 Financials 3.63%
4 Industrials 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$609K 0.04%
+7,283
152
$598K 0.04%
4,771
-655
153
$595K 0.03%
+7,790
154
$595K 0.03%
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155
$589K 0.03%
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-1,018
156
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+11,558
157
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8,291
-2,846
158
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20,865
-3,770
159
$576K 0.03%
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160
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6,308
161
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13,658
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162
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163
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9,505
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164
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8,533
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165
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166
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169
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170
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171
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2,331
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172
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5,607
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173
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14,079
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174
$459K 0.03%
10,132
175
$458K 0.03%
706
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