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
$113M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Sells

1 +$1.33M
2 +$1.05M
3 +$1.04M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$785K
5
RAI
Reynolds American Inc
RAI
+$401K

Sector Composition

1 Industrials 3.97%
2 Technology 2.83%
3 Financials 1.65%
4 Communication Services 1.42%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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500
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