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
$1.87B
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.7M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$6.62M

Top Sells

1
+$21.1M
2
+$16.4M
3
+$15.7M
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$14.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.7M

Sector Composition

1 Technology 3.95%
2 Healthcare 3.52%
3 Industrials 3.32%
4 Financials 3.25%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$428K 0.02%
3,039
-100
177
$426K 0.02%
+10,696
178
$426K 0.02%
6,551
-30
179
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1,939
181
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5,556
-997
182
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2,731
+300
183
$388K 0.02%
2,305
-204
184
$388K 0.02%
7,426
+1,355
185
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9,153
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186
$377K 0.02%
+11,530
187
$372K 0.02%
4,080
188
$369K 0.02%
6,308
189
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6,292
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190
$345K 0.02%
1,982
191
$344K 0.02%
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192
$341K 0.02%
2,129
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194
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195
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6,560
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196
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7,776
197
$322K 0.02%
3,795
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198
$322K 0.02%
1,278
-4
199
$317K 0.02%
8,625
-444
200
$312K 0.02%
10,308
-2,010
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