We are live on ! Find out more
CIA

Choate Investment Advisors Portfolio holdings

AUM $5.11B
1-Year Est. Return 17.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$29.8M
2
+$18.7M
3
+$16.2M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.39M

Top Sells

1
+$14.3M
2
+$6.39M
3
+$6.21M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.8M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.73M

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
$506K 0.03%
2,715
-69
179
$503K 0.03%
5,351
-263
180
$503K 0.03%
7,570
-155
181
$495K 0.03%
4,524
-1,621
182
$492K 0.03%
99,145
+87,243
183
$481K 0.03%
9,350
-1,174
184
$479K 0.03%
5,288
+973
185
$478K 0.03%
39,600
186
$462K 0.03%
7,885
+1,700
187
$455K 0.03%
9,615
188
$455K 0.03%
6,258
-42
189
$449K 0.03%
32,106
-51,954
190
$448K 0.03%
6,101
-49
191
$432K 0.03%
6,520
192
$411K 0.02%
3,762
-165
193
$409K 0.02%
18,509
+5,716
194
$407K 0.02%
13,180
195
$406K 0.02%
2,399
+385
196
$403K 0.02%
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
6 7
8
9 10