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
$333M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$34.1M
3
+$28.9M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.1M

Top Sells

1
+$23K

Sector Composition

1 Technology 0.9%
2 Financials 0.59%
3 Healthcare 0.55%
4 Communication Services 0.41%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18K 0.01%
+695
177
$18K 0.01%
+210
178
$17K 0.01%
+318
179
$17K 0.01%
+171
180
$17K 0.01%
+110
181
$17K 0.01%
+344
182
$17K 0.01%
+200
183
$16K ﹤0.01%
+183
184
$16K ﹤0.01%
+260
185
$16K ﹤0.01%
+117
186
$16K ﹤0.01%
+96
187
$16K ﹤0.01%
+231
188
$15K ﹤0.01%
+207
189
$15K ﹤0.01%
+327
190
$15K ﹤0.01%
+240
191
$14K ﹤0.01%
+200
192
$14K ﹤0.01%
+101
193
$13K ﹤0.01%
+70
194
$13K ﹤0.01%
+100
195
$13K ﹤0.01%
+100
196
$13K ﹤0.01%
+225
197
$13K ﹤0.01%
+1
198
$12K ﹤0.01%
+120
199
$12K ﹤0.01%
+300
200
$12K ﹤0.01%
+295
6 7
8
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