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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$386K 0.02%
+3,569
177
$381K 0.02%
15,688
178
$379K 0.02%
2,667
-474
179
$373K 0.02%
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-725
180
$372K 0.02%
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181
$369K 0.02%
2,791
182
$367K 0.02%
3,526
-455
183
$367K 0.02%
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184
$365K 0.02%
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-30
185
$364K 0.02%
4,835
+1,370
186
$356K 0.02%
2,224
187
$354K 0.02%
+1,415
188
$345K 0.02%
2,988
189
$331K 0.02%
+4,847
190
$331K 0.02%
4,145
-2,595
191
$329K 0.02%
+4,582
192
$326K 0.02%
4,933
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193
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194
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7,231
195
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+12,126
196
$316K 0.02%
7,117
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197
$314K 0.02%
4,400
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198
$311K 0.02%
9,984
199
$305K 0.02%
2,118
-172
200
$298K 0.02%
1,245
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