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
$1.53B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$24.6M
3
+$20.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.6M
5
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$10.7M

Top Sells

1
+$8.71M
2
+$4.64M
3
+$4.63M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$4.25M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.46M

Sector Composition

1 Technology 5.54%
2 Healthcare 4.56%
3 Industrials 4.17%
4 Financials 4.15%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$387K 0.03%
3,252
+312
202
$386K 0.03%
4,812
-244
203
$384K 0.03%
3,560
+146
204
$383K 0.03%
5,458
+356
205
$382K 0.02%
14,547
+2,936
206
$370K 0.02%
5,531
-163
207
$365K 0.02%
9,069
-500
208
$353K 0.02%
10,054
+2,755
209
$352K 0.02%
10,473
-474
210
$351K 0.02%
1,535
211
$350K 0.02%
22,056
-5,471
212
$350K 0.02%
7,122
-1,493
213
$350K 0.02%
873,520
+248,600
214
$349K 0.02%
7,657
-925
215
$344K 0.02%
3,928
216
$338K 0.02%
4,116
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217
$337K 0.02%
1,556
-107
218
$336K 0.02%
21,713
-6,123
219
$332K 0.02%
13,000
220
$332K 0.02%
10,000
221
$323K 0.02%
2,258
222
$321K 0.02%
3,975
-1,000
223
$318K 0.02%
5,542
+1,342
224
$305K 0.02%
27,682
-4,278
225
$301K 0.02%
3,839
+1,304
7 8
9
10 11