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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
$346M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.47M
3
+$1.1M
4
CSX icon
CSX Corp
CSX
+$1.01M
5
VUG icon
Vanguard Growth ETF
VUG
+$921K

Top Sells

1
+$1.4M
2
+$1.19M
3
+$1.1M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.05M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.04M

Sector Composition

1 Technology 0.99%
2 Financials 0.44%
3 Healthcare 0.4%
4 Consumer Discretionary 0.38%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-75
127
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-1
128
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-36,276
129
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-1
130
– –
-472
131
– –
-227
132
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-501
133
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-73
134
– –
-80
135
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-2,780
136
– –
-185
137
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-183
138
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-43
139
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-171
140
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-3,112
141
– –
-1,954
142
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-437
143
– –
-27,134
144
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-215
145
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-370
146
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-928
147
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-175
148
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-765
149
– –
-670
150
– –
-2,888
4 5
6
7 8