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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$508K 0.03%
17,555
177
$507K 0.03%
11,902
+4,245
178
$494K 0.03%
10,524
-102
179
$492K 0.03%
2,784
180
$486K 0.03%
7,725
+190
181
$478K 0.03%
5,614
-5
182
$477K 0.03%
19,075
183
$476K 0.03%
14,405
+780
184
$461K 0.03%
6,300
-2,532
185
$453K 0.03%
5,879
186
$449K 0.03%
5,106
187
$448K 0.03%
15,147
-5,468
188
$443K 0.03%
9,615
189
$436K 0.03%
12,621
-568
190
$431K 0.03%
4,821
-30
191
$415K 0.03%
3,651
192
$413K 0.03%
15,825
193
$412K 0.03%
6,520
194
$406K 0.03%
3,927
-545
195
$406K 0.03%
6,150
-590
196
$403K 0.03%
899,520
+26,000
197
$400K 0.02%
8,005
-1,033
198
$396K 0.02%
13,180
-220
199
$392K 0.02%
4,412
-400
200
$392K 0.02%
4,315
+40
6 7
8
9 10