Capital Directions Investment Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
THE POINTE, SUITE 220 ATLANTA, GA 30350
As of the latest 13F report, the guru’s equity portfolio contained 237 stocks valued at a total of $268.00Mil. The top holdings were
According to GuruFocus data, these were Capital Directions Investment Advisors, LLC’s top five trades of the quarter.
SPDR Portfolio S&P 500 Growth ETF
The guru sold out of their 1,246,645-share investment in ARCA:SPYG. Previously, the stock had a 21.79% weight in the equity portfolio. Shares traded for an average price of $56.14 during the quarter.
On 02/01/2023, SPDR Portfolio S&P 500 Growth ETF traded for a price of $54.12 per share and a market cap of $14.77Bil. The stock has returned -18.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR Portfolio S&P 500 Growth ETF has a price-earnings ratio of 20.36 and a price-book ratio of 6.17.
iShares National Muni Bond ETF
The guru sold out of their 367,980-share investment in ARCA:MUB. Previously, the stock had a 13.09% weight in the equity portfolio. Shares traded for an average price of $105.91 during the quarter.
On 02/01/2023, iShares National Muni Bond ETF traded for a price of $108.39 per share and a market cap of $32.67Bil. The stock has returned -2.89% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Russell 2000 ETF
The guru sold out of their 145,546-share investment in ARCA:IWM. Previously, the stock had a 8.24% weight in the equity portfolio. Shares traded for an average price of $181.52 during the quarter.
On 02/01/2023, iShares Russell 2000 ETF traded for a price of $194.45 per share and a market cap of $56.17Bil. The stock has returned -3.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Russell 2000 ETF has a price-earnings ratio of 11.78 and a price-book ratio of 1.99.
SPDR S&P 600 Small Cap Growth ETF
The guru sold out of their 317,950-share investment in ARCA:SLYG. Previously, the stock had a 7.5% weight in the equity portfolio. Shares traded for an average price of $74.90000000000001 during the quarter.
On 02/01/2023, SPDR S&P 600 Small Cap Growth ETF traded for a price of $78.84 per share and a market cap of $2.43Bil. The stock has returned -5.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, SPDR S&P 600 Small Cap Growth ETF has a price-earnings ratio of 12.37 and a price-book ratio of 2.30.
iShares S&P Mid-Cap 400 Growth ETF
The guru sold out of their 318,227-share investment in ARCA:IJK. Previously, the stock had a 6.78% weight in the equity portfolio. Shares traded for an average price of $68.79000000000001 during the quarter.
On 02/01/2023, iShares S&P Mid-Cap 400 Growth ETF traded for a price of $74.22 per share and a market cap of $7.59Bil. The stock has returned -2.96% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares S&P Mid-Cap 400 Growth ETF has a price-earnings ratio of 15.18 and a price-book ratio of 3.38.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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