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
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$471K 0.04%
22,200
+3,265
152
$468K 0.04%
10,989
-43
153
$463K 0.04%
9,060
154
$462K 0.04%
+14,693
155
$460K 0.04%
+9,801
156
$453K 0.04%
9,049
157
$445K 0.04%
+2,700
158
$440K 0.04%
2,021
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159
$436K 0.03%
+12,295
160
$433K 0.03%
+8,569
161
$426K 0.03%
2,134
-93
162
$419K 0.03%
1,235
-5
163
$417K 0.03%
3,595
+675
164
$414K 0.03%
8,510
165
$408K 0.03%
9,456
166
$407K 0.03%
4,250
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167
$403K 0.03%
13,403
168
$395K 0.03%
5,486
169
$394K 0.03%
+3,189
170
$387K 0.03%
7,759
-48,119
171
$384K 0.03%
12,055
172
$382K 0.03%
2,912
+94
173
$377K 0.03%
+8,786
174
$374K 0.03%
+6,867
175
$369K 0.03%
17,726
-97,820
5 6
7
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