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

Top Buys

1
+$2.54M
2
+$1.43M
3
+$1.12M
4
CSX icon
CSX Corp
CSX
+$1.07M
5
VUG icon
Vanguard Growth ETF
VUG
+$945K

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
251
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252
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253
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255
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-57
256
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-236
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258
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-4,744
259
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-1,122
260
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-5,602
261
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-1,582
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