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
376
$5K ﹤0.01%
+46
377
$5K ﹤0.01%
+5
378
$5K ﹤0.01%
+43
379
$5K ﹤0.01%
+50
380
$5K ﹤0.01%
+201
381
$5K ﹤0.01%
+200
382
$5K ﹤0.01%
+86
383
$5K ﹤0.01%
+155
384
$5K ﹤0.01%
+1,378
385
$5K ﹤0.01%
+427
386
$4K ﹤0.01%
+83
387
$4K ﹤0.01%
+54
388
$4K ﹤0.01%
+75
389
$4K ﹤0.01%
+113
390
$4K ﹤0.01%
+96
391
$4K ﹤0.01%
+49
392
$4K ﹤0.01%
+66
393
$4K ﹤0.01%
+668
394
$4K ﹤0.01%
+500
395
$4K ﹤0.01%
+492
396
$4K ﹤0.01%
+23
397
$4K ﹤0.01%
+200
398
$4K ﹤0.01%
+33
399
$4K ﹤0.01%
+150
400
$4K ﹤0.01%
+83
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