CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+5.01%
1 Year Return
-20.15%
3 Year Return
+7.53%
5 Year Return
+17.92%
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+1.9%)
Cap. Flow
-$8.45M
Cap. Flow
% of AUM
-3.01%
Top 10 Holdings %
Top 10 Hldgs %
89.78%
Holding
78
New
2
Increased
8
Reduced
16
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$408K |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$246K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$216K |
| 4 |
iShares National Muni Bond ETF
MUB
|
$84.1K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$78.1K |
Top Sells
Sector Composition
| 1 | Communication Services | 0% |