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CDIA
Capital Directions Investment Advisors Portfolio holdings
AUM
$268M
1-Year Est. Return
20.15%
This Fund
S&P 500
1 Year Est. Return
-20.15%
AUM
$299M
AUM Growth
+$34.4M
(+13%)
Holding
203
Top Buys
| 1 | +$156K | |
| 2 | +$77.1K | |
| 3 | +$72.7K | |
| 4 |
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
|
+$72.5K |
| 5 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$59.8K |
Top Sells
| 1 | +$3.52M | |
| 2 | +$1.36M | |
| 3 | +$427K | |
| 4 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$368K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$323K |
Sector Composition
| 1 | Technology | 0.77% |
| 2 | Financials | 0.66% |
| 3 | Healthcare | 0.61% |
| 4 | Communication Services | 0.36% |
| 5 | Consumer Discretionary | 0.35% |