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
$302M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5M
3
+$1.07M
4
RTX icon
RTX Corp
RTX
+$1.06M
5
IBMJ
iShares iBonds Dec 2021 Term Muni Bond ETF
IBMJ
+$1.02M

Top Sells

1
+$4.48M
2
+$3.01M
3
+$2.89M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$893K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$596K

Sector Composition

1 Technology 0.66%
2 Industrials 0.65%
3 Financials 0.62%
4 Healthcare 0.51%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29K 0.01%
+923
152
$28K 0.01%
+464
153
$28K 0.01%
+115
154
$27K 0.01%
+341
155
$27K 0.01%
+170
156
$26K 0.01%
+161
157
$26K 0.01%
+276
158
$26K 0.01%
+300
159
$24K 0.01%
+200
160
$24K 0.01%
+400
161
$24K 0.01%
+637
162
$24K 0.01%
+129
163
$24K 0.01%
+114
164
$23K 0.01%
+350
165
$23K 0.01%
+298
166
$23K 0.01%
+351
167
$22K 0.01%
+436
168
$22K 0.01%
875
-54
169
$22K 0.01%
+367
170
$21K 0.01%
+600
171
$20K 0.01%
491
-1,250
172
$19K 0.01%
+548
173
$18K 0.01%
+225
174
$18K 0.01%
294
175
$18K 0.01%
+459
5 6
7
8 9