MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
1-Year Return
15.5%
This Quarter Return
+2.53%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
78.78%
Holding
534
New
532
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$27.4M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$17.7M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$8.78M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$7.06M |
| 5 |
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% |
