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
$213M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.83M
3
+$1.32M
4
RTX icon
RTX Corp
RTX
+$973K
5
RTN
Raytheon Company
RTN
+$472K

Top Sells

1
+$73.4M
2
+$23.9M
3
+$4.9M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.39M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.01M

Sector Composition

1 Industrials 1.74%
2 Technology 0.57%
3 Consumer Staples 0.38%
4 Financials 0.36%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K ﹤0.01%
+110
127
$8K ﹤0.01%
+96
128
$7K ﹤0.01%
+189
129
$6K ﹤0.01%
+40
130
$6K ﹤0.01%
+36
131
$5K ﹤0.01%
+46
132
$5K ﹤0.01%
+83
133
$4K ﹤0.01%
+28
134
$4K ﹤0.01%
+31
135
$4K ﹤0.01%
+32
136
$4K ﹤0.01%
+44
137
$4K ﹤0.01%
+57
138
$4K ﹤0.01%
+22
139
$4K ﹤0.01%
+31
140
$4K ﹤0.01%
52
-291
141
$4K ﹤0.01%
+147
142
$3K ﹤0.01%
+28
143
$3K ﹤0.01%
+42
144
$3K ﹤0.01%
+23
145
$3K ﹤0.01%
+67
146
$2K ﹤0.01%
+32
147
$2K ﹤0.01%
+39
148
$2K ﹤0.01%
+38
149
$2K ﹤0.01%
+27
150
$1K ﹤0.01%
+24
4 5
6
7 8