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CDIA

Capital Directions Investment Advisors Portfolio holdings

AUM $268M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$24.6K

Top Sells

1
+$74.4M
2
+$30.3M
3
+$27.8M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$25.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$17.2M

Sector Composition

1 Financials 0.02%
2 Technology 0.01%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-2,060
52
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-14,910
53
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-13,680
54
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-101,680
55
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-6,196
56
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-129
57
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-709
58
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-332,947
59
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-294
60
– –
-1,345,618
61
– –
-1,700
62
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-822
63
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-2,012
64
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-80
65
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-2,780
66
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-135
67
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-23
68
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69
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-1,954
70
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-6,302
71
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-26,714
72
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-21,835
73
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-67,304
74
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-370
75
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-1,228
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4 5