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
$302M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5M
3
+$1.07M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.02M

Top Sells

1
+$4.48M
2
+$3.01M
3
+$2.89M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$893K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$596K

Sector Composition

1 Technology 0.66%
2 Industrials 0.65%
3 Financials 0.62%
4 Healthcare 0.51%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.02%
+795
102
$61K 0.02%
1,908
-253
103
$60K 0.02%
512
104
$59K 0.02%
+2,089
105
$58K 0.02%
+1,147
106
$57K 0.02%
+236
107
$56K 0.02%
+810
108
$56K 0.02%
+348
109
$55K 0.02%
+725
110
$55K 0.02%
+337
111
$54K 0.02%
+200
112
$54K 0.02%
+453
113
$53K 0.02%
+514
114
$51K 0.02%
+157
115
$50K 0.02%
+403
116
$50K 0.02%
1,806
+1,020
117
$47K 0.02%
1,489
118
$46K 0.02%
171
-3,320
119
$45K 0.01%
+1,204
120
$45K 0.01%
+440
121
$45K 0.01%
+500
122
$44K 0.01%
+540
123
$43K 0.01%
+1,635
124
$43K 0.01%
+950
125
$42K 0.01%
+351
3 4
5
6 7