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
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120
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121
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0
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5