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
$299M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$81.2K
3
+$72.9K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$72.6K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$66.7K

Top Sells

1
+$3.7M
2
+$1.48M
3
+$431K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$412K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$362K

Sector Composition

1 Technology 0.77%
2 Financials 0.66%
3 Healthcare 0.61%
4 Communication Services 0.36%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$925K 0.31%
34,128
+2,680
27
$907K 0.3%
34,632
28
$895K 0.3%
33,962
29
$871K 0.29%
3,982
-22
30
$863K 0.29%
39,685
-1,763
31
$853K 0.29%
40,213
-1,723
32
$847K 0.28%
6,618
33
$779K 0.26%
22,856
34
$694K 0.23%
8,001
35
$693K 0.23%
8,162
+450
36
$656K 0.22%
6,196
-915
37
$605K 0.2%
26,714
-1,917
38
$581K 0.19%
2,188
39
$517K 0.17%
5,900
-1,140
40
$505K 0.17%
17,920
+2,586
41
$501K 0.17%
10,062
42
$479K 0.16%
21,835
43
$450K 0.15%
67,304
44
$393K 0.13%
2,171
45
$369K 0.12%
23,008
-136
46
$330K 0.11%
3,636
47
$314K 0.11%
3,639
+8
48
$313K 0.1%
4,535
-371
49
$299K 0.1%
6,302
-388
50
$296K 0.1%
14,910
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