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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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$17.3M
3
+$8.69M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.04M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$6.7M

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
301
$10K 0.01%
+400
302
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+9
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304
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+390
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306
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307
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308
$9K 0.01%
+100
309
$9K 0.01%
+257
310
$9K 0.01%
+42
311
$9K 0.01%
+478
312
$9K 0.01%
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313
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$9K 0.01%
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315
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316
$9K 0.01%
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317
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318
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319
$8K 0.01%
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320
$8K 0.01%
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321
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$8K 0.01%
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324
$8K 0.01%
+340
325
$8K 0.01%
+254
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