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
401
$4K ﹤0.01%
+113
402
$4K ﹤0.01%
+60
403
$4K ﹤0.01%
+59
404
$4K ﹤0.01%
+40
405
$4K ﹤0.01%
+101
406
$3K ﹤0.01%
+25
407
$3K ﹤0.01%
+70
408
$3K ﹤0.01%
+20
409
$3K ﹤0.01%
+100
410
$3K ﹤0.01%
+50
411
$3K ﹤0.01%
+15
412
$3K ﹤0.01%
+14
413
$3K ﹤0.01%
+35
414
$3K ﹤0.01%
+31
415
$3K ﹤0.01%
+175
416
$3K ﹤0.01%
+42
417
$3K ﹤0.01%
+45
418
$3K ﹤0.01%
+73
419
$3K ﹤0.01%
+98
420
– –
0
421
$3K ﹤0.01%
+30
422
$3K ﹤0.01%
+52
423
$3K ﹤0.01%
+95
424
$3K ﹤0.01%
+360
425
$3K ﹤0.01%
+39
15 16
17
18 19