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

Top Buys

1
+$2.74M
2
+$383K
3
+$349K
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$207K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$112K

Top Sells

1
+$1.47M
2
+$1.45M
3
+$1.18M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$688K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$610K

Sector Composition

1 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
$0 ﹤0.01%
3
1 2 3 4
5