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
$333M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$34.1M
3
+$28.9M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.1M

Top Sells

1
+$23K

Sector Composition

1 Technology 0.9%
2 Financials 0.59%
3 Healthcare 0.55%
4 Communication Services 0.41%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$43K 0.01%
+1,083
127
$41K 0.01%
+670
128
$41K 0.01%
+200
129
$40K 0.01%
+170
130
$39K 0.01%
+375
131
$39K 0.01%
+107
132
$37K 0.01%
+1,188
133
$36K 0.01%
+1,582
134
$36K 0.01%
+1,260
135
$36K 0.01%
+227
136
$35K 0.01%
+129
137
$32K 0.01%
+350
138
$32K 0.01%
+261
139
$32K 0.01%
+334
140
$31K 0.01%
+135
141
$31K 0.01%
+175
142
$31K 0.01%
+88
143
$31K 0.01%
+1,000
144
$31K 0.01%
134
145
$30K 0.01%
+200
146
$30K 0.01%
150
147
$30K 0.01%
+174
148
$29K 0.01%
+150
149
$29K 0.01%
+250
150
$28K 0.01%
+80
4 5
6
7 8