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
$269M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.54M
3
+$979K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$813K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$144K

Top Sells

1
+$172K
2
+$64.4K
3
+$57.8K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$26.4K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$19.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42K 0.02%
1,708
52
$33K 0.01%
570
53
$31K 0.01%
+1,060
54
$31K 0.01%
+521
55
$28K 0.01%
1,062
56
$23K 0.01%
410
57
$20K 0.01%
+781
58
$13K ﹤0.01%
506
59
$11K ﹤0.01%
1,350
60
$8K ﹤0.01%
125
61
$7K ﹤0.01%
50
62
$3K ﹤0.01%
77
63
$2K ﹤0.01%
72
64
$2K ﹤0.01%
+48
1 2
3