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
$279M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.06M
3
+$1.63M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$823K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$307K

Top Sells

1
+$1.74M
2
+$1.26M
3
+$121K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$108K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$68.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14K 0.01%
506
52
$14K 0.01%
294
-298
53
$10K ﹤0.01%
184
54
$10K ﹤0.01%
1,350
55
$9K ﹤0.01%
37
56
$4K ﹤0.01%
50
57
$2K ﹤0.01%
58
58
$2K ﹤0.01%
72
59
– –
-2,733
60
$0 ﹤0.01%
+1
1 2
3