MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $568M
1-Year Est. Return 17.27%
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.7M
3
+$8.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.06M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$6.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.14%
2 Technology 3.44%
3 Financials 2.25%
4 Consumer Discretionary 2.2%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K 0.02%
+750
227
$18K 0.02%
+1,263
228
$18K 0.02%
+234
229
$18K 0.02%
+845
230
$18K 0.02%
+200
231
$18K 0.02%
+142
232
$18K 0.02%
+1,250
233
$18K 0.02%
+109
234
$17K 0.02%
+214
235
$17K 0.02%
+548
236
$17K 0.02%
+1,405
237
$17K 0.02%
+529
238
$17K 0.02%
+193
239
$17K 0.02%
+350
240
$17K 0.02%
+37
241
$17K 0.02%
+160
242
$17K 0.02%
+355
243
$16K 0.02%
+417
244
$16K 0.02%
+1,000
245
$16K 0.02%
+1,327
246
$16K 0.02%
+450
247
$16K 0.02%
+102
248
$16K 0.02%
+268
249
$16K 0.02%
+280
250
$16K 0.02%
+1,263
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