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%
+346
352
$6K 0.01%
+100
353
$6K 0.01%
+20
354
$6K 0.01%
+450
355
$6K 0.01%
+31
356
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+94
357
$6K 0.01%
+54
358
$6K 0.01%
+78
359
$6K 0.01%
+750
360
$6K 0.01%
+235
361
$6K 0.01%
+219
362
$6K 0.01%
+40
363
$6K 0.01%
+121
364
$6K 0.01%
+211
365
$6K 0.01%
+168
366
$5K ﹤0.01%
+95
367
$5K ﹤0.01%
+42
368
$5K ﹤0.01%
+47
369
$5K ﹤0.01%
+122
370
$5K ﹤0.01%
+50
371
$5K ﹤0.01%
+201
372
$5K ﹤0.01%
+200
373
$5K ﹤0.01%
+400
374
$5K ﹤0.01%
+43
375
$5K ﹤0.01%
+279
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