CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+3.34%
1 Year Return
-20.15%
3 Year Return
+7.53%
5 Year Return
+17.92%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+5.5%)
Cap. Flow
+$5.44M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
92.56%
Holding
67
New
7
Increased
10
Reduced
7
Closed
1
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.85M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.54M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$979K |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$813K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$144K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$172K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$64.4K |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$57.8K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$26.4K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$19.9K |
