CIA
Choate Investment Advisors Portfolio holdings
AUM
$4.61B
This Quarter Return
+4.65%
1 Year Return
+13.57%
3 Year Return
+63.18%
5 Year Return
+91.62%
10 Year Return
+172.71%
AUM
$1.62B
AUM Growth
-$30M
(-1.8%)
Cap. Flow
-$88.3M
Cap. Flow
% of AUM
-5.46%
Top 10 Holdings %
Top 10 Hldgs %
72.49%
Holding
315
New
28
Increased
112
Reduced
87
Closed
11
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.48M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$4.32M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.55M |
| 4 |
Invesco KBW Bank ETF
KBWB
|
$1.49M |
| 5 |
SPDR S&P Metals & Mining ETF
XME
|
$1.48M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$74.1M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$15.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$13.4M |
| 4 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$4.09M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.93M |
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Healthcare | 4.33% |
| 3 | Financials | 4.32% |
| 4 | Industrials | 4.2% |
| 5 | Consumer Discretionary | 2.84% |
