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CDIA

Capital Directions Investment Advisors Portfolio holdings

AUM $268M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.19M
3
+$527K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$412K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$308K

Top Sells

1
+$6.07M
2
+$2.4M
3
+$1.34M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.33M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$835K

Sector Composition

1 Technology 0.86%
2 Financials 0.7%
3 Healthcare 0.63%
4 Industrials 0.57%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
348
227
$0 ﹤0.01%
+24
228
– –
0
229
– –
-1,500
230
– –
-1,000
231
– –
-216
232
– –
-900
233
– –
-1,728
234
– –
-810
235
– –
-3,930
236
– –
-400
237
– –
-400
238
– –
-2,982
239
– –
-168
240
– –
-923
241
$0 ﹤0.01%
31
242
– –
-27
243
– –
-500
244
– –
-200
245
$0 ﹤0.01%
+16
246
– –
-1,000
247
– –
-1,000
248
– –
-750
249
– –
-800
250
– –
-500
6 7 8 9
10