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
$1.25B
AUM Growth
-$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$23M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$17.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$48.8M
2
+$37.2M
3
+$28M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.2M
5
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$22M

Sector Composition

1 Technology 6.27%
2 Healthcare 4.51%
3 Industrials 3.71%
4 Financials 3.66%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$368K 0.03%
1,162
-74
177
$368K 0.03%
2,721
-23
178
$366K 0.03%
+16,323
179
$364K 0.03%
5,781
180
$355K 0.03%
3,635
181
$353K 0.03%
1,666
182
$345K 0.03%
+3,564
183
$340K 0.03%
8,796
184
$331K 0.03%
4,072
-26
185
$329K 0.03%
11,430
-4,075
186
$329K 0.03%
10,749
-38
187
$326K 0.03%
4,814
188
$325K 0.03%
5,169
189
$324K 0.03%
15,350
-353,861
190
$320K 0.03%
1,809
191
$317K 0.03%
5,070
-125
192
$317K 0.03%
1,415
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193
$310K 0.02%
4,988
194
$304K 0.02%
9,244
-1,040
195
$299K 0.02%
+4,813
196
$288K 0.02%
14,045
-470
197
$288K 0.02%
21,300
198
$287K 0.02%
460
-140
199
$287K 0.02%
20,900
200
$286K 0.02%
1,892
6 7
8
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