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
$294M
AUM Growth
-$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$104K
3
+$32.2K

Top Sells

1
+$1.14M
2
+$766K
3
+$329K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$278K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$265K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-186
77
– –
-4,212
1 2 3
4