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
$274M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.16M
3
+$276K
4
DVY icon
iShares Select Dividend ETF
DVY
+$264K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$171K

Top Sells

1
+$1.19M
2
+$311K
3
+$261K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$94.6K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$93K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-48
77
– –
-77
1 2 3
4