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
$278M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$240K
3
+$178K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$149K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$137K

Top Sells

1
+$6.1M
2
+$2.74M
3
+$2.53M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$516K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$115K

Sector Composition

1 Real Estate 0%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
75
77
$2K ﹤0.01%
100
78
$2K ﹤0.01%
+15
79
$2K ﹤0.01%
+100
80
– –
0
81
$0 ﹤0.01%
1
82
– –
-51
1 2 3
4