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
$1.69B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$62.4M
2
+$10.1M
3
+$9.25M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$8.41M
5
CCF
Chase Corporation
CCF
+$7.53M

Top Sells

1
+$41.8M
2
+$37.8M
3
+$13.9M
4
USLB
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
+$12.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$12.5M

Sector Composition

1 Technology 4.88%
2 Healthcare 3.92%
3 Industrials 3.38%
4 Financials 3.32%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306K 0.02%
+3,525
202
$305K 0.02%
2,925
+410
203
$300K 0.02%
1,668
204
$296K 0.02%
2,175
-295
205
$287K 0.02%
17,836
206
$287K 0.02%
+1,496
207
$285K 0.02%
3,585
-95
208
$281K 0.02%
4,929
+1,189
209
$280K 0.02%
5,848
-155
210
$278K 0.02%
2,449
-345
211
$272K 0.02%
+600
212
$252K 0.01%
2,746
-65
213
$246K 0.01%
1,276
214
$244K 0.01%
2,829
-89
215
$242K 0.01%
3,008
216
$242K 0.01%
+3,080
217
$242K 0.01%
7,144
-155
218
$237K 0.01%
+6,650
219
$237K 0.01%
3,794
-125
220
$231K 0.01%
5,163
221
$230K 0.01%
5,275
222
$221K 0.01%
1,375
-42
223
$217K 0.01%
5,358
-1,590
224
$216K 0.01%
+4,082
225
$216K 0.01%
+2,034
6 7 8
9
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