CDIA

Capital Directions Investment Advisors Portfolio holdings

AUM $268M
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
-20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5M
3
+$1.07M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.02M

Top Sells

1
+$4.48M
2
+$3.01M
3
+$2.89M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$893K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$596K

Sector Composition

1 Technology 0.66%
2 Industrials 0.65%
3 Financials 0.62%
4 Healthcare 0.51%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-14
227
– –
-500
228
– –
-27,527
229
– –
-27,599
230
– –
-12,887
6 7 8 9
10