MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
1-Year Return
15.5%
This Quarter Return
+3.61%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$104M
AUM Growth
-$8.97M
(-8%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-12.08%
Top 10 Holdings %
Top 10 Hldgs %
85.23%
Holding
527
New
2
Increased
13
Reduced
11
Closed
492
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.56M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.65M |
| 3 |
iShares MSCI India ETF
INDA
|
$1.64M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$322K |
| 5 |
TLP
Transmontaigne
TLP
|
$316K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.49M |
| 2 |
Schwab US REIT ETF
SCHH
|
$2.3M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$482K |
| 4 |
GE Aerospace
GE
|
$293K |
| 5 |
NVIDIA
NVDA
|
$226K |
Sector Composition
| 1 | Industrials | 2.83% |
| 2 | Technology | 1.41% |
| 3 | Communication Services | 1.07% |
| 4 | Financials | 0.87% |
| 5 | Energy | 0.66% |
