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
$302M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5M
3
+$1.07M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.02M

Top Sells

1
+$4.48M
2
+$3.01M
3
+$2.89M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$893K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$596K

Sector Composition

1 Technology 0.66%
2 Industrials 0.65%
3 Financials 0.62%
4 Healthcare 0.51%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96K 0.03%
5,512
-1,024
77
$96K 0.03%
+1,596
78
$92K 0.03%
+659
79
$92K 0.03%
+316
80
$89K 0.03%
+673
81
$88K 0.03%
+1,270
82
$88K 0.03%
+4,693
83
$88K 0.03%
+785
84
$86K 0.03%
4,554
+189
85
$82K 0.03%
+157
86
$81K 0.03%
+1,634
87
$80K 0.03%
+368
88
$79K 0.03%
+405
89
$78K 0.03%
1,200
90
$77K 0.03%
+3,824
91
$75K 0.02%
+1,386
92
$73K 0.02%
+1,360
93
$72K 0.02%
+578
94
$69K 0.02%
+557
95
$67K 0.02%
1,554
96
$67K 0.02%
+20,000
97
$66K 0.02%
+1,000
98
$64K 0.02%
760
-21
99
$64K 0.02%
+976
100
$63K 0.02%
+1,000
2 3
4
5 6