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
$299M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$81.2K
3
+$72.9K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$72.6K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$66.7K

Top Sells

1
+$3.7M
2
+$1.48M
3
+$431K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$412K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$362K

Sector Composition

1 Technology 0.77%
2 Financials 0.66%
3 Healthcare 0.61%
4 Communication Services 0.36%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.01%
200
127
$32K 0.01%
261
128
$32K 0.01%
129
129
$32K 0.01%
351
130
$32K 0.01%
367
131
$31K 0.01%
135
-202
132
$31K 0.01%
341
133
$30K 0.01%
351
-75
134
$30K 0.01%
1,582
135
$29K 0.01%
80
136
$29K 0.01%
774
137
$29K 0.01%
1,324
-662
138
$29K 0.01%
134
139
$28K 0.01%
357
140
$27K 0.01%
670
141
$27K 0.01%
350
142
$25K 0.01%
720
143
$24K 0.01%
150
144
$23K 0.01%
370
-300
145
$23K 0.01%
109
146
$23K 0.01%
182
147
$22K 0.01%
600
148
$22K 0.01%
306
+23
149
$21K 0.01%
211
150
$21K 0.01%
150
4 5
6
7 8