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
$318M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$382K
3
+$347K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$205K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$109K

Top Sells

1
+$1.45M
2
+$1.43M
3
+$1.17M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$672K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$601K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-153
102
– –
-5
1 2 3 4
5