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Home > Institutional Investor > Capital Directions Investment Advisors, Llc > Profile

Instuitional Investor - Capital Directions Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Capital Directions Investment Advisors, Llc
Portfolio Value $267,960,334
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,212,962 $61,460,773 22.93%
2.
Ishares Trust
 IEF 144,222 $25,146,506 9.38%
3.
Spdr Series Trust
 309,403 $22,351,298 8.34%
4.
Ishares S&P National Muni Bond
 198,130 $20,906,678 7.8%
5.
Ishares Trust
 IEF 302,999 $20,694,832 7.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)