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
$1.44B
AUM Growth
-$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$23.5M
3
+$4.83M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.52M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.96M

Top Sells

1
+$27.5M
2
+$13.4M
3
+$9.53M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$5.77M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.37M

Sector Composition

1 Technology 5.63%
2 Healthcare 4.99%
3 Industrials 3.62%
4 Financials 3.49%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$263K 0.02%
3,536
202
$255K 0.02%
3,581
+416
203
$253K 0.02%
19,062
-8,564
204
$251K 0.02%
5,343
-435
205
$244K 0.02%
11,243
-49,950
206
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3,260
-596
207
$243K 0.02%
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-370
208
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13,410
-11,115
209
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+4,848
210
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+1,578
211
$234K 0.02%
2,174
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212
$234K 0.02%
+4,908
213
$233K 0.02%
4,189
-515
214
$232K 0.02%
4,000
215
$229K 0.02%
3,027
-555
216
$226K 0.02%
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217
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218
$221K 0.02%
5,943
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219
$220K 0.02%
9,953
-10,394
220
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221
$213K 0.01%
2,813
-25
222
$212K 0.01%
+2,868
223
$210K 0.01%
+12,815
224
$208K 0.01%
+1,710
225
$205K 0.01%
7,776
7 8
9
10 11