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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
$306M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$24.6K

Top Sells

1
+$74.4M
2
+$30.3M
3
+$27.8M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$25.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$17.2M

Sector Composition

1 Financials 0.02%
2 Technology 0.01%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-154,525
127
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-94,768
128
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129
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-23,180
130
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-1,822
131
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-65,230
132
– –
-362
133
– –
-17
134
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-959
135
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-470
136
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-50
137
– –
-300
138
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-150
139
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-32
140
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-277
141
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142
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-96
143
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-350
144
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145
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-1,630
146
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-6,344
147
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-88,063
148
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149
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150
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-1,000
4 5
6
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