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
$1.61B
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.1M
3
+$17.9M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.4M

Top Sells

1
+$12.7M
2
+$7.97M
3
+$3.97M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.83M

Sector Composition

1 Healthcare 4.56%
2 Technology 4.55%
3 Financials 3.91%
4 Industrials 3.8%
5 Consumer Staples 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$384K 0.02%
10,132
202
$381K 0.02%
12,208
-495
203
$377K 0.02%
6,042
+500
204
$376K 0.02%
9,060
+1,200
205
$367K 0.02%
3,211
-349
206
$366K 0.02%
10,354
+300
207
$364K 0.02%
+10,010
208
$360K 0.02%
13,000
209
$358K 0.02%
5,119
-412
210
$357K 0.02%
9,105
-510
211
$356K 0.02%
6,185
+1,700
212
$354K 0.02%
10,000
213
$354K 0.02%
14,643
+96
214
$348K 0.02%
2,258
215
$343K 0.02%
+14,750
216
$337K 0.02%
6,456
+916
217
$335K 0.02%
3,973
+134
218
$329K 0.02%
3,928
219
$328K 0.02%
4,116
220
$327K 0.02%
7,948
-6,976
221
$325K 0.02%
6,095
-1,027
222
$324K 0.02%
+6,950
223
$323K 0.02%
6,509
-863
224
$322K 0.02%
7,825
-1,244
225
$315K 0.02%
+2,595
7 8
9
10 11