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
376
$5K ﹤0.01%
+155
377
$5K ﹤0.01%
+1,378
378
$5K ﹤0.01%
+124
379
$5K ﹤0.01%
+95
380
$5K ﹤0.01%
+42
381
$5K ﹤0.01%
+47
382
$5K ﹤0.01%
+122
383
$5K ﹤0.01%
+50
384
$5K ﹤0.01%
+201
385
$5K ﹤0.01%
+200
386
$4K ﹤0.01%
+113
387
$4K ﹤0.01%
+113
388
$4K ﹤0.01%
+83
389
$4K ﹤0.01%
+54
390
$4K ﹤0.01%
+75
391
$4K ﹤0.01%
+96
392
$4K ﹤0.01%
+49
393
$4K ﹤0.01%
+66
394
$4K ﹤0.01%
+60
395
$4K ﹤0.01%
+59
396
$4K ﹤0.01%
+40
397
$4K ﹤0.01%
+668
398
$4K ﹤0.01%
+500
399
$4K ﹤0.01%
+492
400
$4K ﹤0.01%
+23
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