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
$1.58B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.6M
3
+$13.1M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$11.2M
5
IDLB
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
+$9.49M

Top Sells

1
+$22.4M
2
+$9.97M
3
+$9.47M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.08M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.77M

Sector Composition

1 Technology 5.91%
2 Healthcare 4.35%
3 Industrials 4.13%
4 Financials 3.73%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$297K 0.02%
1,615
202
$297K 0.02%
2,475
-300
203
$289K 0.02%
9,066
+225
204
$286K 0.02%
2,146
205
$285K 0.02%
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-140
206
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2,149
-1,095
207
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2,466
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208
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3,306
209
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+20,905
210
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211
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4,730
212
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4,970
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213
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3,575
214
$254K 0.02%
4,618
215
$250K 0.02%
5,220
-1,475
216
$249K 0.02%
13,410
217
$246K 0.02%
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218
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219
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220
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7,039
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221
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+6,071
222
$234K 0.01%
7,776
223
$227K 0.01%
3,202
-68
224
$220K 0.01%
2,606
225
$219K 0.01%
3,356
-155
7 8
9
10 11