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CDIA

Capital Directions Investment Advisors Portfolio holdings

AUM $268M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.08M
3
+$910K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$768K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$747K

Top Sells

1
+$1.18M
2
+$227K
3
+$215K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$107K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$75.9K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-96
102
– –
-121
103
– –
-40
104
– –
-500
105
– –
-85
106
– –
-158
107
– –
-89
108
– –
-240
109
– –
-202
110
– –
-98
111
– –
-168
112
– –
-210
113
– –
-61
114
– –
0
115
– –
-1,756
116
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-66
117
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-476
118
– –
-1,364
119
– –
-881
120
– –
-452
121
– –
0
1 2 3 4
5