CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.81B
AUM Growth
+$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$24M
3
+$19.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.01M
5
TSM icon
TSMC
TSM
+$7.11M

Top Sells

1
+$26.9M
2
+$17.6M
3
+$13.4M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.23M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.86M

Sector Composition

1 Technology 12.58%
2 Healthcare 5.78%
3 Financials 5.2%
4 Consumer Discretionary 4.75%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$882K 0.02%
13,976
-72
202
$882K 0.02%
7,287
+1,217
203
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204
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3,337
205
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3,489
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206
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8,657
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207
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277
208
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209
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210
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211
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212
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213
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214
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215
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216
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221
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222
$696K 0.02%
2,980
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223
$691K 0.02%
2,198
224
$686K 0.02%
20,500
-41
225
$674K 0.02%
20,016
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