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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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3,120
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152
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175
$374K 0.03%
27,626
-25,693
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