CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+8.36%
1 Year Return
-20.15%
3 Year Return
+7.53%
5 Year Return
+17.92%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+7.6%)
Cap. Flow
-$1.24M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
92.95%
Holding
69
New
3
Increased
4
Reduced
33
Closed
7
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$927K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$794K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$491K |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$51K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$32K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$1.26M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.13M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$763K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$213K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$192K |
