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MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $674M
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.42M
3
+$3.26M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$683K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$422K

Top Sells

1
+$1.3M
2
+$1.02M
3
+$987K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$786K
5
RAI
Reynolds American Inc
RAI
+$401K

Sector Composition

1 Industrials 3.97%
2 Technology 2.83%
3 Financials 1.65%
4 Communication Services 1.42%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
137
402
$3K ﹤0.01%
18
403
$3K ﹤0.01%
150
404
$3K ﹤0.01%
33
405
$3K ﹤0.01%
39
406
$2K ﹤0.01%
21
407
$2K ﹤0.01%
31
-2,027
408
$2K ﹤0.01%
24
-1,507
409
$2K ﹤0.01%
60
410
$2K ﹤0.01%
27
+1
411
$2K ﹤0.01%
18
-1,190
412
$2K ﹤0.01%
13
-877
413
$2K ﹤0.01%
25
-1,631
414
$2K ﹤0.01%
105
-40
415
$2K ﹤0.01%
12
416
$2K ﹤0.01%
63
417
$2K ﹤0.01%
300
418
$2K ﹤0.01%
+16
419
$2K ﹤0.01%
104
420
$2K ﹤0.01%
54
-3,668
421
$2K ﹤0.01%
32
422
$2K ﹤0.01%
27
-1,822
423
$2K ﹤0.01%
21
-1,334
424
$2K ﹤0.01%
14
425
$2K ﹤0.01%
32
15 16
17
18 19