CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
This Quarter Return
+7.12%
1 Year Return
-20.15%
3 Year Return
+7.53%
5 Year Return
+17.92%
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+6.3%)
Cap. Flow
-$1.75M
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
75.76%
Holding
222
New
15
Increased
38
Reduced
26
Closed
23
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.19M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$697K |
| 3 |
Intel
INTC
|
$521K |
| 4 |
iShares US Technology ETF
IYW
|
$411K |
| 5 |
Brown & Brown
BRO
|
$303K |
Top Sells
Sector Composition
| 1 | Technology | 0.99% |
| 2 | Healthcare | 0.69% |
| 3 | Financials | 0.68% |
| 4 | Consumer Discretionary | 0.41% |
| 5 | Communication Services | 0.36% |
