We are live on
!
Find out more
CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
1-Year Est. Return
20.15%
This Fund
S&P 500
1 Year Est. Return
-20.15%
AUM
$249M
AUM Growth
+$14.7M
(+6.3%)
Holding
248
Top Buys
| 1 | +$593K | |
| 2 | +$575K | |
| 3 | +$543K | |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$475K |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$474K |
Top Sells
| 1 | +$6.9M | |
| 2 | +$5.13M | |
| 3 | +$3.07M | |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$2.19M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$2.08M |
Sector Composition
| 1 | Technology | 0.7% |
| 2 | Healthcare | 0.57% |
| 3 | Financials | 0.56% |
| 4 | Communication Services | 0.34% |
| 5 | Consumer Discretionary | 0.33% |