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
$289M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.69M
3
+$1.23M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$463K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$251K

Top Sells

1
+$4.26M
2
+$3.5M
3
+$1.39M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.35M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$413K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K ﹤0.01%
400
77
$7K ﹤0.01%
47
78
$6K ﹤0.01%
144
79
$4K ﹤0.01%
43
80
$3K ﹤0.01%
58
81
$3K ﹤0.01%
75
82
$2K ﹤0.01%
100
83
$1K ﹤0.01%
100
84
$1K ﹤0.01%
6
-9
85
– –
0
86
– –
-200
87
$0 ﹤0.01%
1
88
– –
-50
1 2 3
4