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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
151
– –
-499
152
– –
-800
153
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-735
154
– –
-225
155
– –
-2,689
156
– –
-540
157
– –
-109
158
– –
-171
159
– –
-350
160
– –
-4,693
161
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-287
162
– –
-61
163
– –
-589
164
– –
-1,357
165
– –
-106
166
– –
-38
167
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-120
168
– –
-374
169
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-200
170
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-150
171
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-673
172
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-854
173
– –
-1,220
174
– –
-76
175
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-600
5 6
7
8 9