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
301
$10K 0.01%
+390
302
$10K 0.01%
+110
303
$10K 0.01%
+203
304
$10K 0.01%
+683
305
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+100
306
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+42
307
$9K 0.01%
+225
308
$9K 0.01%
+100
309
$9K 0.01%
+257
310
$9K 0.01%
+478
311
$9K 0.01%
+72
312
$9K 0.01%
+210
313
$9K 0.01%
+193
314
$9K 0.01%
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315
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+520
316
$9K 0.01%
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317
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+150
318
$8K 0.01%
+369
319
$8K 0.01%
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320
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321
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+254
322
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+57
323
$8K 0.01%
+190
324
$8K 0.01%
+159
325
$8K 0.01%
+65
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