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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$449K 0.03%
+4,185
177
$448K 0.03%
6,520
+105
178
$447K 0.03%
+9,350
179
$445K 0.03%
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+1,007
180
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11,338
+1,364
181
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6,402
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182
$427K 0.03%
1,195
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183
$422K 0.03%
+7,275
184
$420K 0.03%
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185
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186
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18,186
+2,671
187
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188
$413K 0.03%
13,903
-4,030
189
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9,105
190
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-188
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$394K 0.03%
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192
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193
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194
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195
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196
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197
$372K 0.03%
4,160
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198
$365K 0.03%
728,280
-46,800
199
$361K 0.03%
3,490
+80
200
$361K 0.03%
+7,145
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8
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