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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
$346M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.47M
3
+$1.1M
4
CSX icon
CSX Corp
CSX
+$1.01M
5
VUG icon
Vanguard Growth ETF
VUG
+$921K

Top Sells

1
+$1.4M
2
+$1.19M
3
+$1.1M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.05M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.04M

Sector Composition

1 Technology 0.99%
2 Financials 0.44%
3 Healthcare 0.4%
4 Consumer Discretionary 0.38%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-250
227
– –
-85
228
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-530
229
– –
-150
230
– –
-230
231
– –
-780
232
– –
-216
233
– –
-31
234
– –
-753
235
– –
-46
236
– –
-105
237
– –
-185
238
– –
-1,470
239
– –
-300
240
– –
-15
241
– –
-83
242
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-50
243
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-2,716
244
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-239
245
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-318
246
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-200
247
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-366
248
– –
-54,675
249
– –
-40,131
250
– –
-40,670
7 8 9
10
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