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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
$330M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$25.7M
3
+$4.21M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.9M
5
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$2.87M

Top Sells

1
+$2.58M
2
+$1.96M
3
+$1.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.44M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.15M

Sector Composition

1 Energy 0.02%
2 Utilities 0%
3 Real Estate 0%
4 Financials 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,373
127
– –
-23
128
– –
-39
129
– –
-24
130
– –
-315
131
– –
-1,051
132
– –
-1,476
133
– –
-40
134
– –
-1,120
135
– –
-251
136
– –
-32
137
– –
-552
138
– –
-465
139
– –
-2,186
140
– –
-1,267
141
– –
-527
142
– –
-1,708
143
– –
-1,934
144
– –
-1,600
145
– –
-325
146
– –
-1,025
147
– –
-67
148
– –
0
149
– –
-700
150
– –
-910
4 5
6
7 8