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
151
$20K 0.01%
500
152
$19K 0.01%
695
153
$19K 0.01%
294
154
$18K 0.01%
400
-1,633
155
$18K 0.01%
320
156
$18K 0.01%
50
157
$18K 0.01%
+229
158
$18K 0.01%
300
159
$17K 0.01%
23
-12
160
$17K 0.01%
90
161
$16K 0.01%
200
162
$15K 0.01%
150
163
$15K 0.01%
117
164
$15K 0.01%
+300
165
$15K 0.01%
100
166
$15K 0.01%
240
167
$14K ﹤0.01%
110
168
$14K ﹤0.01%
260
169
$14K ﹤0.01%
+96
170
$14K ﹤0.01%
1,000
171
$12K ﹤0.01%
2,780
172
$12K ﹤0.01%
200
173
$12K ﹤0.01%
1
174
$11K ﹤0.01%
32
175
$10K ﹤0.01%
155
-135
4 5 6
7
8