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
$1.62B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$9.56M
3
+$7.44M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$3.23M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$1.91M

Top Sells

1
+$22.2M
2
+$20.2M
3
+$17.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.4M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$6.05M

Sector Composition

1 Technology 5.12%
2 Industrials 3.86%
3 Healthcare 3.85%
4 Financials 3.64%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$553K 0.03%
2,818
-15
152
$548K 0.03%
8,510
153
$529K 0.03%
9,456
154
$525K 0.03%
5,486
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155
$515K 0.03%
11,330
-13
156
$512K 0.03%
9,249
-880
157
$508K 0.03%
13,023
-730
158
$507K 0.03%
1,300
+8
159
$495K 0.03%
10,284
-956
160
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2,227
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161
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5,796
162
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1,051
+7
163
$463K 0.03%
9,060
164
$439K 0.03%
15,377
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165
$438K 0.03%
1,480
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166
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167
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168
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169
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3,635
170
$406K 0.03%
2,970
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171
$401K 0.02%
1,846
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172
$396K 0.02%
4,988
173
$386K 0.02%
2,242
174
$379K 0.02%
9,973
-2,710
175
$379K 0.02%
5,169
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7
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