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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
$330M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$25.7M
3
+$4.21M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.9M
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$2.87M

Top Sells

1
+$2.58M
2
+$1.96M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.44M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.15M

Sector Composition

1 Energy 0.02%
2 Utilities 0%
3 Real Estate 0%
4 Financials 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,150
102
– –
-1,523
103
– –
-524
104
– –
-28
105
– –
-300
106
– –
-725
107
$0 ﹤0.01%
+24
108
– –
-407
109
– –
-402
110
– –
-540
111
– –
-1,631
112
– –
-28
113
– –
-42
114
– –
-550
115
– –
-3,907
116
– –
-1,000
117
– –
-500
118
– –
-155
119
– –
-96
120
– –
-156
121
– –
-31
122
– –
-206
123
– –
-29,891
124
– –
-32
125
– –
-8,021
3 4
5
6 7