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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
$306M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$24.6K

Top Sells

1
+$74.4M
2
+$30.3M
3
+$27.8M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$25.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$17.2M

Sector Composition

1 Financials 0.02%
2 Technology 0.01%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-600
102
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-1,554
103
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-5,900
104
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-20,000
105
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-695
106
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-150
107
– –
-1,668
108
– –
-117
109
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-200
110
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-2,188
111
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-17,920
112
– –
-6,170
113
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-1,822
114
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-384,850
115
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-341
116
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-938
117
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-502
118
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-10,062
119
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-141
120
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-3,639
121
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-6,618
122
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-976
123
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-5,159
124
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-38,160
125
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-91,812
3 4
5
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