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
$299M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$81.2K
3
+$72.9K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$72.6K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$66.7K

Top Sells

1
+$3.7M
2
+$1.48M
3
+$431K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$412K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$362K

Sector Composition

1 Technology 0.77%
2 Financials 0.66%
3 Healthcare 0.61%
4 Communication Services 0.36%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$295K 0.1%
3,464
-2,000
52
$284K 0.1%
6,170
-485
53
$256K 0.09%
2,424
-1,039
54
$238K 0.08%
2,012
-526
55
$232K 0.08%
2,716
56
$224K 0.08%
1,228
57
$207K 0.07%
13,680
58
$205K 0.07%
1,454
+422
59
$195K 0.07%
4,176
60
$177K 0.06%
1,822
61
$172K 0.06%
1,954
+1
62
$167K 0.06%
1,543
63
$161K 0.05%
1,088
64
$159K 0.05%
1,141
65
$157K 0.05%
1,822
66
$147K 0.05%
316
67
$147K 0.05%
5,170
68
$146K 0.05%
2,201
+1,006
69
$132K 0.04%
3,196
-1,489
70
$129K 0.04%
368
71
$127K 0.04%
465
72
$121K 0.04%
5,304
-240
73
$117K 0.04%
5,272
74
$112K 0.04%
1,630
75
$108K 0.04%
1,700
1 2
3
4 5