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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.03%
5,872
-2,002
177
$371K 0.03%
+35,750
178
$371K 0.03%
4,611
-6,051
179
$368K 0.03%
4,900
+2,188
180
$368K 0.03%
+8,909
181
$364K 0.03%
+8,000
182
$364K 0.03%
4,550
-355
183
$347K 0.02%
+7,000
184
$347K 0.02%
6,695
-2,410
185
$343K 0.02%
11,103
+2,429
186
$343K 0.02%
+5,349
187
$342K 0.02%
+3,261
188
$338K 0.02%
7,166
+1,602
189
$334K 0.02%
+2,803
190
$333K 0.02%
2,623
-109
191
$320K 0.02%
4,806
-502
192
$313K 0.02%
2,115
-470
193
$312K 0.02%
12,397
+5,252
194
$303K 0.02%
3,536
-253
195
$301K 0.02%
+2,698
196
$300K 0.02%
14,355
-3,831
197
$296K 0.02%
3,856
-5,903
198
$296K 0.02%
+3,130
199
$295K 0.02%
2,146
200
$293K 0.02%
+2,487
6 7
8
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