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
$278M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$240K
3
+$178K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$137K

Top Sells

1
+$6.1M
2
+$2.74M
3
+$2.53M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$516K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$115K

Sector Composition

1 Real Estate 0%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69K 0.02%
4,410
+20
52
$66K 0.02%
4,365
53
$52K 0.02%
1,908
54
$50K 0.02%
1,072
+11
55
$46K 0.02%
2,222
56
$46K 0.02%
774
+6
57
$43K 0.02%
1,500
58
$43K 0.02%
612
59
$42K 0.02%
1,443
60
$41K 0.01%
515
61
$40K 0.01%
350
-250
62
$38K 0.01%
630
63
$26K 0.01%
250
64
$20K 0.01%
528
+6
65
$17K 0.01%
374
66
$16K 0.01%
586
67
$14K 0.01%
300
68
$11K ﹤0.01%
400
69
$10K ﹤0.01%
186
70
$10K ﹤0.01%
+50
71
$6K ﹤0.01%
144
72
$6K ﹤0.01%
+200
73
$6K ﹤0.01%
+47
74
$4K ﹤0.01%
43
75
$3K ﹤0.01%
58
1 2
3
4