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
$1.37B
AUM Growth
-$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.5M
3
+$43.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$21.4M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$16M

Top Sells

1
+$1.27B
2
+$58.4M
3
+$17.8M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$17.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$10.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 5.33%
3 Financials 4.5%
4 Industrials 4.11%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$355K 0.03%
12,728
-17,072
202
$355K 0.03%
2,732
+35
203
$353K 0.03%
51,428
+30,980
204
$351K 0.03%
2,585
-34
205
$348K 0.03%
6,036
-1,309
206
$343K 0.02%
6,120
+1,516
207
$340K 0.02%
+4,120
208
$338K 0.02%
9,798
+1,238
209
$336K 0.02%
7,312
+1,278
210
$316K 0.02%
+3,045
211
$316K 0.02%
6,185
212
$310K 0.02%
7,948
+2,050
213
$309K 0.02%
+5,562
214
$306K 0.02%
5,308
+296
215
$303K 0.02%
8,674
-2,725
216
$301K 0.02%
3,789
+108
217
$300K 0.02%
+8,716
218
$296K 0.02%
+4,480
219
$293K 0.02%
12,658
-7,406
220
$292K 0.02%
4,679
-3,933
221
$289K 0.02%
10,177
+2,760
222
$289K 0.02%
1,258
+180
223
$289K 0.02%
6,182
+431
224
$281K 0.02%
7,762
+758
225
$280K 0.02%
1,792
-284
7 8
9
10 11