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
$311M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.12M
3
+$935K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$809K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$761K

Top Sells

1
+$1.2M
2
+$239K
3
+$221K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$107K
5
VB icon
Vanguard Small-Cap ETF
VB
+$78.2K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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