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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$41.9M
3
+$30.8M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$29.4M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.9M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25K 0.01%
+355
52
$18K 0.01%
+501
53
$14K 0.01%
+510
54
$11K 0.01%
+454
55
$10K ﹤0.01%
+410
56
$9K ﹤0.01%
+1,350
57
$8K ﹤0.01%
+37
58
$8K ﹤0.01%
+1,224
59
$7K ﹤0.01%
+87
60
$7K ﹤0.01%
+78
61
$6K ﹤0.01%
+50
62
$6K ﹤0.01%
+145
63
$1K ﹤0.01%
+1
1 2
3