MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
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
326
$8K 0.01%
+369
327
$8K 0.01%
+396
328
$8K 0.01%
+227
329
$8K 0.01%
+155
330
$8K 0.01%
+100
331
$8K 0.01%
+340
332
$7K 0.01%
+102
333
$7K 0.01%
+189
334
$7K 0.01%
+396
335
$7K 0.01%
+263
336
$7K 0.01%
+138
337
$7K 0.01%
+200
338
$7K 0.01%
+50
339
$7K 0.01%
+39
340
$7K 0.01%
+342
341
$7K 0.01%
+72
342
$7K 0.01%
+120
343
$7K 0.01%
+366
344
$7K 0.01%
+130
345
$7K 0.01%
+2,700
346
$7K 0.01%
+53
347
$7K 0.01%
+237
348
$7K 0.01%
+1,070
349
$6K 0.01%
+750
350
$6K 0.01%
+219
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