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
$1.62B
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$9.56M
3
+$7.44M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$3.23M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$1.91M

Top Sells

1
+$22.2M
2
+$20.2M
3
+$17.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.4M
5
USEQ
Invesco Russell 1000 Enhanced Equal Weight ETF
USEQ
+$6.05M

Sector Composition

1 Technology 5.12%
2 Industrials 3.86%
3 Healthcare 3.85%
4 Financials 3.64%
5 Consumer Staples 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$269K 0.02%
4,729
-65
202
$267K 0.02%
3,050
-535
203
$263K 0.02%
2,034
+100
204
$255K 0.02%
2,485
-10
205
$254K 0.02%
7,429
-300
206
$251K 0.02%
3,016
207
$248K 0.02%
+1,121
208
$248K 0.02%
4,617
-1,231
209
$247K 0.02%
2,746
210
$235K 0.01%
5,163
211
$224K 0.01%
2,762
212
$223K 0.01%
3,794
213
$217K 0.01%
1,058
214
$217K 0.01%
+1,945
215
$214K 0.01%
2,410
216
$213K 0.01%
864
217
$210K 0.01%
+14,000
218
$208K 0.01%
2,691
219
$206K 0.01%
2,369
+166
220
$201K 0.01%
3,353
221
$191K 0.01%
19,608
222
$167K 0.01%
+14,653
223
$159K 0.01%
+12,400
224
$155K 0.01%
+10,800
225
$153K 0.01%
+10,800
6 7 8
9
10