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
101
$2K ﹤0.01%
+66
102
$2K ﹤0.01%
+158
103
$2K ﹤0.01%
100
104
$1K ﹤0.01%
+60
105
$1K ﹤0.01%
100
106
– –
-43
107
– –
-144
108
– –
-4,700
109
– –
-19,850
110
– –
-6,532
111
– –
-7,277
112
– –
-537
113
$0 ﹤0.01%
1
114
– –
-374
115
– –
-47
116
– –
-1,500
117
– –
0
1 2 3 4
5