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
$333M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$34.1M
3
+$28.9M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.1M

Top Sells

1
+$23K

Sector Composition

1 Technology 0.9%
2 Financials 0.59%
3 Healthcare 0.55%
4 Communication Services 0.41%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.36%
+2,769
27
$1.1M 0.33%
+49,666
28
$1.04M 0.31%
+40,670
29
$996K 0.3%
+6,047
30
$977K 0.29%
+6,618
31
$921K 0.28%
+34,128
32
$904K 0.27%
+34,632
33
$898K 0.27%
+3,842
34
$895K 0.27%
+8,533
35
$892K 0.27%
+33,962
36
$891K 0.27%
+8,750
37
$866K 0.26%
+40,131
38
$833K 0.25%
+22,696
39
$830K 0.25%
+39,331
40
$792K 0.24%
+6,400
41
$728K 0.22%
+2,283
42
$724K 0.22%
+67,304
43
$676K 0.2%
+5,878
44
$657K 0.2%
+5,370
45
$611K 0.18%
+26,820
46
$605K 0.18%
+27,134
47
$604K 0.18%
+10,752
48
$573K 0.17%
+31,408
49
$502K 0.15%
+17,920
50
$472K 0.14%
+21,936
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