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
176
$18K 0.01%
+800
177
$17K 0.01%
+109
178
$17K 0.01%
+300
179
$16K 0.01%
+113
180
$16K 0.01%
+211
181
$16K 0.01%
600
+478
182
$16K 0.01%
+240
183
$15K 0.01%
+200
184
$15K 0.01%
+320
185
$14K ﹤0.01%
+1,500
186
$14K ﹤0.01%
+1,000
187
$14K ﹤0.01%
+53
188
$14K ﹤0.01%
+168
189
$13K ﹤0.01%
+300
190
$13K ﹤0.01%
+90
191
$12K ﹤0.01%
+200
192
$12K ﹤0.01%
+500
193
$11K ﹤0.01%
+110
194
$11K ﹤0.01%
+200
195
$11K ﹤0.01%
117
196
$11K ﹤0.01%
+230
197
$10K ﹤0.01%
+100
198
$10K ﹤0.01%
+247
199
$9K ﹤0.01%
+340
200
$8K ﹤0.01%
+36
6 7
8
9 10