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
$1.62B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$9.56M
3
+$7.44M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$3.23M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$1.91M

Top Sells

1
+$22.2M
2
+$20.2M
3
+$17.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.4M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$6.05M

Sector Composition

1 Technology 5.12%
2 Industrials 3.86%
3 Healthcare 3.85%
4 Financials 3.64%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.02%
5,983
-85
177
$369K 0.02%
2,920
+50
178
$369K 0.02%
9,017
-706
179
$367K 0.02%
4,814
-110
180
$359K 0.02%
1,666
181
$358K 0.02%
4,098
-55
182
$358K 0.02%
2,127
-10
183
$356K 0.02%
3,819
+294
184
$349K 0.02%
3,036
+36
185
$347K 0.02%
4,705
186
$346K 0.02%
600
187
$344K 0.02%
3,320
-4
188
$315K 0.02%
1,668
189
$312K 0.02%
1,892
190
$310K 0.02%
1,496
191
$297K 0.02%
12,873
-6,000
192
$293K 0.02%
7,651
-795
193
$291K 0.02%
17,836
+612
194
$291K 0.02%
+1,396
195
$287K 0.02%
2,449
196
$283K 0.02%
+4,803
197
$282K 0.02%
16,750
198
$282K 0.02%
4,575
199
$281K 0.02%
+6,977
200
$279K 0.02%
6,666
-490
6 7
8
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