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
$255M
AUM Growth
-$165K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$535K
3
+$183K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$127K
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.6K

Top Sells

1
+$1.41M
2
+$1.06M
3
+$535K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$118K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.01%
410
52
$13K 0.01%
506
-1,980
53
$10K ﹤0.01%
1,350
54
$8K ﹤0.01%
125
55
$6K ﹤0.01%
50
56
$3K ﹤0.01%
77
57
$2K ﹤0.01%
72
58
– –
-1,190
59
– –
-1,224
1 2
3