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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
$346M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.47M
3
+$1.1M
4
CSX icon
CSX Corp
CSX
+$1.01M
5
VUG icon
Vanguard Growth ETF
VUG
+$921K

Top Sells

1
+$1.4M
2
+$1.19M
3
+$1.1M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.05M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.04M

Sector Composition

1 Technology 0.99%
2 Financials 0.44%
3 Healthcare 0.4%
4 Consumer Discretionary 0.38%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-97
102
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103
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-247
104
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-338
105
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-363
106
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-8
107
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-373
108
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-170
109
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-134
110
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-694
111
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-54
112
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113
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-21
114
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-300
115
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116
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-53
117
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-147
118
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-5,170
119
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-795
120
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121
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122
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-250
123
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-320
124
– –
-49,666
125
– –
-1,484
3 4
5
6 7