CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
This Quarter Return
-0.46%
1 Year Return
-20.15%
3 Year Return
+7.53%
5 Year Return
+17.92%
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(-2.8%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-1.37%
Top 10 Holdings %
Top 10 Hldgs %
91.82%
Holding
79
New
1
Increased
3
Reduced
29
Closed
21
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$538K |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$104K |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$32.2K |
Top Sells
| 1 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$1.14M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$766K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$329K |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$278K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$265K |