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
201
$12K ﹤0.01%
+125
202
$11K ﹤0.01%
+247
203
$10K ﹤0.01%
+95
204
$10K ﹤0.01%
+150
205
$10K ﹤0.01%
+373
206
$10K ﹤0.01%
+98
207
$10K ﹤0.01%
+277
208
$9K ﹤0.01%
+108
209
$9K ﹤0.01%
+57
210
$9K ﹤0.01%
+46
211
$8K ﹤0.01%
+203
212
$8K ﹤0.01%
+90
213
$7K ﹤0.01%
+150
214
$7K ﹤0.01%
+106
215
$7K ﹤0.01%
+31
216
$7K ﹤0.01%
+53
217
$6K ﹤0.01%
+100
218
$4K ﹤0.01%
+68
219
$4K ﹤0.01%
+31
220
$4K ﹤0.01%
+50
221
$1K ﹤0.01%
+15
222
$1K ﹤0.01%
+20
223
$1K ﹤0.01%
+62
224
$1K ﹤0.01%
+75
225
$0 ﹤0.01%
+25
6 7 8
9
10