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
$302M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5M
3
+$1.07M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.02M

Top Sells

1
+$4.48M
2
+$3.01M
3
+$2.89M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$893K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$596K

Sector Composition

1 Technology 0.66%
2 Industrials 0.65%
3 Financials 0.62%
4 Healthcare 0.51%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.01%
+900
127
$42K 0.01%
630
128
$41K 0.01%
1,738
-364
129
$40K 0.01%
+895
130
$40K 0.01%
+316
131
$40K 0.01%
+239
132
$39K 0.01%
+188
133
$39K 0.01%
+415
134
$38K 0.01%
+670
135
$38K 0.01%
+3,210
136
$38K 0.01%
+1,346
137
$37K 0.01%
+1,000
138
$36K 0.01%
+845
139
$34K 0.01%
+278
140
$34K 0.01%
448
-42
141
$34K 0.01%
+29
142
$31K 0.01%
+208
143
$31K 0.01%
+152
144
$31K 0.01%
+381
145
$31K 0.01%
+750
146
$30K 0.01%
+168
147
$30K 0.01%
+3,000
148
$29K 0.01%
+75
149
$29K 0.01%
+357
150
$29K 0.01%
+261
4 5
6
7 8