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
$299M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$81.2K
3
+$72.9K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$72.6K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$66.7K

Top Sells

1
+$3.7M
2
+$1.48M
3
+$431K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$412K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$362K

Sector Composition

1 Technology 0.77%
2 Financials 0.66%
3 Healthcare 0.61%
4 Communication Services 0.36%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59K 0.02%
277
+25
102
$59K 0.02%
415
103
$58K 0.02%
1,000
104
$58K 0.02%
20,000
105
$57K 0.02%
502
106
$53K 0.02%
959
107
$53K 0.02%
825
108
$53K 0.02%
239
109
$53K 0.02%
320
110
$52K 0.02%
171
111
$51K 0.02%
4,693
112
$50K 0.02%
630
113
$49K 0.02%
540
114
$49K 0.02%
1,564
+1,164
115
$49K 0.02%
275
116
$48K 0.02%
1,019
+183
117
$46K 0.02%
362
118
$46K 0.02%
208
119
$40K 0.01%
1,198
120
$39K 0.01%
926
121
$38K 0.01%
141
122
$38K 0.01%
115
123
$38K 0.01%
381
124
$35K 0.01%
170
125
$35K 0.01%
227
3 4
5
6 7