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
$293M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.47M
3
+$1.26M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$178K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$154K

Top Sells

1
+$5.03M
2
+$1.8M
3
+$1.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$680K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.03%
1,576
52
$76K 0.03%
4,450
+20
53
$73K 0.02%
520
54
$71K 0.02%
1,200
55
$70K 0.02%
4,365
56
$69K 0.02%
+1,650
57
$69K 0.02%
984
58
$69K 0.02%
1,156
+380
59
$59K 0.02%
1,078
+6
60
$58K 0.02%
732
-33
61
$54K 0.02%
1,908
62
$47K 0.02%
1,878
-4,131
63
$47K 0.02%
+881
64
$46K 0.02%
1,368
-75
65
$43K 0.01%
2,102
-120
66
$39K 0.01%
630
67
$32K 0.01%
+782
68
$30K 0.01%
434
69
$30K 0.01%
249
+99
70
$28K 0.01%
+335
71
$23K 0.01%
536
+8
72
$23K 0.01%
+476
73
$23K 0.01%
+1,364
74
$22K 0.01%
875
75
$22K 0.01%
250
1 2
3
4 5