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
$1.65B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.63M
3
+$4.72M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$2.29M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.26M

Top Sells

1
+$36.6M
2
+$17.2M
3
+$10.2M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.97M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.75M

Sector Composition

1 Technology 5.69%
2 Healthcare 4.07%
3 Industrials 4.04%
4 Financials 3.87%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$380K 0.02%
2,744
-226
177
$376K 0.02%
9,973
178
$367K 0.02%
1,236
-554
179
$359K 0.02%
3,320
180
$353K 0.02%
5,983
181
$351K 0.02%
3,785
-34
182
$350K 0.02%
600
183
$350K 0.02%
3,070
+34
184
$346K 0.02%
1,809
-318
185
$343K 0.02%
4,098
186
$337K 0.02%
1,583
-85
187
$330K 0.02%
17,836
188
$318K 0.02%
1,381
-115
189
$311K 0.02%
2,449
190
$306K 0.02%
21,300
+10,500
191
$305K 0.02%
20,900
+10,400
192
$299K 0.02%
12,393
-480
193
$297K 0.02%
26,200
+13,200
194
$296K 0.02%
23,558
+11,158
195
$294K 0.02%
7,309
-120
196
$294K 0.02%
6,606
-371
197
$294K 0.02%
6,176
-490
198
$289K 0.02%
20,600
+9,800
199
$285K 0.02%
17,000
+250
200
$279K 0.02%
1,409
+13
6 7
8
9 10