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
$1.44B
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.5M
3
+$4.83M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.52M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M

Top Sells

1
+$27.5M
2
+$13.4M
3
+$9.53M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$5.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.37M

Sector Composition

1 Technology 5.63%
2 Healthcare 4.99%
3 Industrials 3.62%
4 Financials 3.49%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$362K 0.03%
3,481
-4,002
177
$356K 0.02%
1,473
+19
178
$354K 0.02%
2,076
179
$345K 0.02%
6,695
180
$341K 0.02%
2,623
181
$334K 0.02%
7,166
182
$328K 0.02%
3,063
-198
183
$323K 0.02%
15,788
+1,433
184
$320K 0.02%
7,030
+384
185
$317K 0.02%
2,673
-25
186
$314K 0.02%
2,224
187
$314K 0.02%
6,093
-125
188
$302K 0.02%
3,575
-1,036
189
$300K 0.02%
2,989
+453
190
$297K 0.02%
3,202
191
$295K 0.02%
14,448
192
$293K 0.02%
4,730
193
$286K 0.02%
3,378
-3,340
194
$282K 0.02%
2,537
+394
195
$280K 0.02%
5,063
-405
196
$279K 0.02%
7,394
+798
197
$275K 0.02%
2,146
198
$274K 0.02%
1,653
-462
199
$271K 0.02%
1,615
200
$265K 0.02%
6,188
6 7
8
9 10