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
$1.45B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$82M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.5M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$31.3M

Top Sells

1
+$169M
2
+$94.9M
3
+$89M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$47.7M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$45.8M

Sector Composition

1 Technology 6.04%
2 Healthcare 5.01%
3 Industrials 3.61%
4 Financials 3.54%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$292K 0.02%
4,730
202
$288K 0.02%
3,202
+762
203
$287K 0.02%
+2,224
204
$281K 0.02%
7,217
-528,411
205
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7,955
-1,430
206
$268K 0.02%
+9,570
207
$267K 0.02%
6,646
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208
$265K 0.02%
5,468
-8,264
209
$260K 0.02%
2,536
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210
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211
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212
$257K 0.02%
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-840,263
213
$255K 0.02%
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214
$252K 0.02%
+9,000
215
$252K 0.02%
+6,218
216
$251K 0.02%
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217
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218
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1,522
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219
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220
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221
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3,582
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222
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7,051
-3,126
223
$240K 0.02%
+12,000
224
$239K 0.02%
+4,000
225
$237K 0.02%
8,796
-5,283
7 8
9
10 11