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
401
$4K ﹤0.01%
+200
402
$4K ﹤0.01%
+33
403
$4K ﹤0.01%
+101
404
$4K ﹤0.01%
+150
405
$4K ﹤0.01%
+83
406
$3K ﹤0.01%
+98
407
– –
0
408
$3K ﹤0.01%
+30
409
$3K ﹤0.01%
+52
410
$3K ﹤0.01%
+95
411
$3K ﹤0.01%
+37
412
$3K ﹤0.01%
+80
413
$3K ﹤0.01%
+31
414
$3K ﹤0.01%
+175
415
$3K ﹤0.01%
+42
416
$3K ﹤0.01%
+45
417
$3K ﹤0.01%
+25
418
$3K ﹤0.01%
+70
419
$3K ﹤0.01%
+14
420
$3K ﹤0.01%
+20
421
$3K ﹤0.01%
+100
422
$3K ﹤0.01%
+50
423
$3K ﹤0.01%
+15
424
$3K ﹤0.01%
+14
425
$3K ﹤0.01%
+35
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