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
$113M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.49M
3
+$3.26M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$689K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$421K

Top Sells

1
+$1.33M
2
+$1.05M
3
+$1.04M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$785K
5
RAI
Reynolds American Inc
RAI
+$401K

Sector Composition

1 Industrials 3.97%
2 Technology 2.83%
3 Financials 1.65%
4 Communication Services 1.42%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
110
-3
352
$4K ﹤0.01%
83
353
$4K ﹤0.01%
54
354
$4K ﹤0.01%
75
355
$4K ﹤0.01%
23
-1,463
356
$4K ﹤0.01%
59
357
$4K ﹤0.01%
+99
358
$4K ﹤0.01%
202
+1
359
$4K ﹤0.01%
492
360
$4K ﹤0.01%
95
361
$4K ﹤0.01%
175
362
$4K ﹤0.01%
96
363
$4K ﹤0.01%
201
-13,240
364
$4K ﹤0.01%
66
365
$4K ﹤0.01%
189
-5,286
366
$4K ﹤0.01%
82
-5,322
367
$4K ﹤0.01%
186
-564
368
$4K ﹤0.01%
95
369
$4K ﹤0.01%
668
370
$4K ﹤0.01%
23
371
$4K ﹤0.01%
80
372
$4K ﹤0.01%
39
-2,370
373
$4K ﹤0.01%
+139
374
$4K ﹤0.01%
33
375
$4K ﹤0.01%
210
13 14
15
16 17