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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$523K 0.03%
6,774
-272
177
$513K 0.03%
14,044
-361
178
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179
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4,524
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183
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184
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185
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186
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187
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9,615
188
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189
$449K 0.03%
32,106
-51,954
190
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18,509
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194
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13,180
195
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2,399
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196
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12,500
-2,647
197
$398K 0.02%
858,120
-41,400
198
$393K 0.02%
13,000
199
$387K 0.02%
5,098
-781
200
$381K 0.02%
10,132
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8
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