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
$1.71B
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$18.9M
3
+$16.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$10.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.56M

Top Sells

1
+$14.9M
2
+$6.65M
3
+$6.25M
4
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
+$4.89M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.79M

Sector Composition

1 Healthcare 4.33%
2 Technology 4.3%
3 Financials 3.84%
4 Industrials 3.34%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$377K 0.02%
5,592
+473
202
$375K 0.02%
3,839
-573
203
$374K 0.02%
10,000
204
$373K 0.02%
6,841
-1,164
205
$370K 0.02%
9,105
206
$366K 0.02%
4,446
+1,981
207
$362K 0.02%
7,763
+1,640
208
$360K 0.02%
10,349
-5
209
$358K 0.02%
11,084
-1,124
210
$357K 0.02%
9,311
-699
211
$348K 0.02%
7,948
+123
212
$341K 0.02%
13,596
+1,418
213
$339K 0.02%
3,706
-1,400
214
$337K 0.02%
1,507
+50
215
$334K 0.02%
2,680
-971
216
$333K 0.02%
15,808
+1,058
217
$329K 0.02%
2,850
-361
218
$327K 0.02%
4,046
-70
219
$327K 0.02%
3,545
-1,276
220
$313K 0.02%
5,671
-424
221
$306K 0.02%
18,672
+119
222
$303K 0.02%
2,627
-15
223
$301K 0.02%
5,562
224
$288K 0.02%
4,524
-1,518
225
$288K 0.02%
9,536
+1,138
7 8
9
10 11