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
$299M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$81.2K
3
+$72.9K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$72.6K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$66.7K

Top Sells

1
+$3.7M
2
+$1.48M
3
+$431K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$412K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$362K

Sector Composition

1 Technology 0.77%
2 Financials 0.66%
3 Healthcare 0.61%
4 Communication Services 0.36%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.04%
459
77
$102K 0.03%
1,500
78
$101K 0.03%
5,598
79
$97K 0.03%
157
80
$95K 0.03%
673
81
$92K 0.03%
2,888
-936
82
$88K 0.03%
822
83
$79K 0.03%
470
84
$78K 0.03%
463
+125
85
$76K 0.03%
938
86
$76K 0.03%
976
87
$70K 0.02%
1,554
88
$70K 0.02%
337
89
$70K 0.02%
795
90
$69K 0.02%
2,089
91
$69K 0.02%
200
-27
92
$68K 0.02%
1,354
+1,013
93
$67K 0.02%
236
94
$66K 0.02%
156
95
$63K 0.02%
725
96
$63K 0.02%
1,195
97
$62K 0.02%
157
98
$61K 0.02%
709
99
$60K 0.02%
2,060
+1,200
100
$59K 0.02%
1,668
2 3
4
5 6