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
351
$6K 0.01%
+121
352
$6K 0.01%
+211
353
$6K 0.01%
+219
354
$6K 0.01%
+40
355
$6K 0.01%
+120
356
$6K 0.01%
+234
357
$6K 0.01%
+346
358
$6K 0.01%
+100
359
$6K 0.01%
+20
360
$6K 0.01%
+450
361
$6K 0.01%
+31
362
$6K 0.01%
+94
363
$6K 0.01%
+54
364
$6K 0.01%
+78
365
$6K 0.01%
+168
366
$5K ﹤0.01%
+400
367
$5K ﹤0.01%
+43
368
$5K ﹤0.01%
+279
369
$5K ﹤0.01%
+440
370
$5K ﹤0.01%
+427
371
$5K ﹤0.01%
+114
372
$5K ﹤0.01%
+46
373
$5K ﹤0.01%
+5
374
$5K ﹤0.01%
+43
375
$5K ﹤0.01%
+86
13 14
15
16 17