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
$330M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$25.8M
3
+$4.18M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.95M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.81M

Top Sells

1
+$2.66M
2
+$1.98M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.43M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.15M

Sector Composition

1 Energy 0.02%
2 Utilities 0%
3 Real Estate 0%
4 Financials 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96K 0.03%
+672
52
$87K 0.03%
1,576
53
$87K 0.03%
+620
54
$84K 0.03%
4,365
55
$82K 0.02%
+1,200
56
$79K 0.02%
+1,554
57
$78K 0.02%
780
+171
58
$76K 0.02%
1,455
+1,063
59
$73K 0.02%
+2,273
60
$72K 0.02%
862
+42
61
$67K 0.02%
+2,155
62
$66K 0.02%
+179
63
$62K 0.02%
+1,100
64
$62K 0.02%
+795
65
$57K 0.02%
512
-146
66
$57K 0.02%
349
-12,094
67
$48K 0.01%
+630
68
$47K 0.01%
1,089
+1,051
69
$44K 0.01%
2,102
+450
70
$43K 0.01%
+239
71
$42K 0.01%
+500
72
$40K 0.01%
1,121
+273
73
$38K 0.01%
434
-5
74
$38K 0.01%
923
+362
75
$26K 0.01%
+1,500
1 2
3
4 5