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
251
$16K 0.02%
+626
252
$16K 0.02%
+1,188
253
$16K 0.02%
+1,367
254
$16K 0.02%
+1,000
255
$15K 0.01%
+1,000
256
$15K 0.01%
+118
257
$15K 0.01%
+280
258
$15K 0.01%
+250
259
$15K 0.01%
+861
260
$14K 0.01%
+244
261
$14K 0.01%
+91
262
$14K 0.01%
+130
263
$14K 0.01%
+400
264
$14K 0.01%
+2,781
265
$14K 0.01%
+100
266
$14K 0.01%
+204
267
$14K 0.01%
+221
268
$13K 0.01%
+680
269
$13K 0.01%
+1,562
270
$13K 0.01%
+150
271
$13K 0.01%
+164
272
$13K 0.01%
+1,081
273
$12K 0.01%
+227
274
$12K 0.01%
+300
275
$12K 0.01%
+1,000
9 10
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