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
$1.52B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$19.5M
3
+$8.99M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.06M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.39M

Top Sells

1
+$98.1M
2
+$18.9M
3
+$8.71M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.02M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$2.8M

Sector Composition

1 Technology 7.86%
2 Healthcare 5.17%
3 Financials 3.97%
4 Industrials 3.76%
5 Consumer Discretionary 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$404K 0.03%
1,663
+200
177
$402K 0.03%
10,438
+368
178
$401K 0.03%
5,010
179
$390K 0.03%
3,729
-75
180
$389K 0.03%
13,032
-355
181
$388K 0.03%
43,746
182
$384K 0.03%
10,385
-235,469
183
$382K 0.03%
10,670
184
$380K 0.03%
8,840
+474
185
$379K 0.03%
6,230
-72
186
$379K 0.03%
2,474
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187
$369K 0.02%
7,015
-336
188
$369K 0.02%
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189
$362K 0.02%
2,865
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190
$362K 0.02%
2,734
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191
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$356K 0.02%
32,400
193
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22,514
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194
$339K 0.02%
11,879
195
$336K 0.02%
6,627
196
$314K 0.02%
4,916
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197
$313K 0.02%
11,738
+114
198
$313K 0.02%
811
-12
199
$312K 0.02%
4,174
-1,287
200
$300K 0.02%
+1,361
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8
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