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
276
$12K 0.01%
+240
277
$12K 0.01%
+528
278
$12K 0.01%
+272
279
$12K 0.01%
+300
280
$12K 0.01%
+486
281
$12K 0.01%
+166
282
$12K 0.01%
+3,484
283
$12K 0.01%
+514
284
$12K 0.01%
+400
285
$11K 0.01%
+366
286
$11K 0.01%
+200
287
$11K 0.01%
+310
288
$11K 0.01%
+586
289
$11K 0.01%
+706
290
$11K 0.01%
+272
291
$11K 0.01%
+495
292
$11K 0.01%
+200
293
$11K 0.01%
+200
294
$11K 0.01%
+518
295
$11K 0.01%
+200
296
$10K 0.01%
+408
297
$10K 0.01%
+269
298
$10K 0.01%
+200
299
$10K 0.01%
+9
300
$10K 0.01%
+322
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