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
$2.07B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$105M
3
+$96.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$38.7M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$23.6M

Top Sells

1
+$195M
2
+$43.1M
3
+$27.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.05M

Sector Composition

1 Technology 7.83%
2 Healthcare 4.38%
3 Industrials 3.78%
4 Financials 3.64%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$707K 0.03%
3,783
152
$691K 0.03%
9,069
-80
153
$678K 0.03%
1,013
154
$678K 0.03%
15,187
+1,000
155
$677K 0.03%
13,039
156
$668K 0.03%
1,732
157
$657K 0.03%
8,612
-2,092
158
$656K 0.03%
18,959
159
$652K 0.03%
1,479
-61
160
$651K 0.03%
2,065
161
$650K 0.03%
7,400
162
$650K 0.03%
22,056
163
$629K 0.03%
4,801
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164
$629K 0.03%
8,922
165
$625K 0.03%
12,527
166
$621K 0.03%
9,793
167
$606K 0.03%
9,070
+2,055
168
$606K 0.03%
2,860
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169
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2,631
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170
$589K 0.03%
2,779
-58
171
$585K 0.03%
2,036
172
$581K 0.03%
5,465
173
$580K 0.03%
1,629
-35
174
$567K 0.03%
16,600
-750
175
$551K 0.03%
4,700
-330
5 6
7
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