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
$293M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.47M
3
+$1.26M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$178K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$154K

Top Sells

1
+$5.03M
2
+$1.8M
3
+$1.25M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.18M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$680K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.01%
+230
77
$16K 0.01%
300
78
$16K 0.01%
586
79
$16K 0.01%
+500
80
$12K ﹤0.01%
186
81
$11K ﹤0.01%
+130
82
$11K ﹤0.01%
+85
83
$11K ﹤0.01%
+452
84
$11K ﹤0.01%
400
85
$9K ﹤0.01%
+225
86
$9K ﹤0.01%
+168
87
$8K ﹤0.01%
+167
88
$7K ﹤0.01%
60
+54
89
$7K ﹤0.01%
+101
90
$7K ﹤0.01%
+98
91
$6K ﹤0.01%
+121
92
$6K ﹤0.01%
+89
93
$5K ﹤0.01%
+105
94
$5K ﹤0.01%
+61
95
$4K ﹤0.01%
+96
96
$4K ﹤0.01%
+40
97
$4K ﹤0.01%
+105
98
$4K ﹤0.01%
+30
99
$3K ﹤0.01%
58
100
$3K ﹤0.01%
75
1 2 3
4
5