We are live on ! Find out more
MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $674M
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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 +$1.3M
2 +$1.02M
3 +$987K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$786K
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
$10K 0.01%
269
277
$10K 0.01%
257
278
$9K 0.01%
101
+71
279
$9K 0.01%
225
280
$9K 0.01%
254
281
$9K 0.01%
100
282
$9K 0.01%
+435
283
$9K 0.01%
340
284
$9K 0.01%
396
285
$9K 0.01%
238
+3
286
$9K 0.01%
190
287
$9K 0.01%
+195
288
$9K 0.01%
50
289
$9K 0.01%
478
290
$9K 0.01%
+98
291
$9K 0.01%
193
292
$8K 0.01%
369
293
$8K 0.01%
500
294
$8K 0.01%
130
295
$8K 0.01%
1,250
+500
296
$8K 0.01%
228
+219
297
$8K 0.01%
159
298
$8K 0.01%
65
299
$8K 0.01%
72
300
$8K 0.01%
179