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
$1.87B
AUM Growth
-$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$15.7M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$6.62M

Top Sells

1
+$21.1M
2
+$16.4M
3
+$15.7M
4
CGW icon
Invesco S&P Global Water Index ETF
CGW
+$14.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$12.7M

Sector Composition

1 Technology 3.95%
2 Healthcare 3.52%
3 Industrials 3.32%
4 Financials 3.25%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$307K 0.02%
2,412
-120
202
$307K 0.02%
2,794
203
$291K 0.02%
6,264
204
$284K 0.02%
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205
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206
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1,600
207
$271K 0.01%
4,326
-386
208
$268K 0.01%
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209
$260K 0.01%
4,067
210
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3,209
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211
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-91
212
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+1,206
213
$247K 0.01%
2,110
214
$235K 0.01%
3,099
215
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-7
216
$226K 0.01%
5,163
217
$225K 0.01%
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218
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219
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220
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221
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3,862
222
$217K 0.01%
+3,223
223
$212K 0.01%
1,945
224
$212K 0.01%
3,881
-56
225
$209K 0.01%
5,275
-6
6 7 8
9
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