CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
1-Year Return
13.57%
This Quarter Return
-14.64%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.25B
AUM Growth
-$392M
(-24%)
Cap. Flow
-$88.1M
Cap. Flow
% of AUM
-7.03%
Top 10 Holdings %
Top 10 Hldgs %
69.66%
Holding
251
New
24
Increased
41
Reduced
95
Closed
19
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$45.1M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$35.3M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$23M |
| 4 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$17.9M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.39M |
Top Sells
Sector Composition
| 1 | Technology | 6.27% |
| 2 | Healthcare | 4.51% |
| 3 | Industrials | 3.71% |
| 4 | Financials | 3.66% |
| 5 | Consumer Staples | 2.3% |
