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
426
$3K ﹤0.01%
+210
427
$3K ﹤0.01%
+60
428
$3K ﹤0.01%
+18
429
$3K ﹤0.01%
+25
430
$3K ﹤0.01%
+33
431
– –
0
432
$3K ﹤0.01%
+185
433
$3K ﹤0.01%
+166
434
$3K ﹤0.01%
+145
435
$3K ﹤0.01%
+80
436
$3K ﹤0.01%
+14
437
$3K ﹤0.01%
+37
438
$3K ﹤0.01%
+30
439
$3K ﹤0.01%
+400
440
$3K ﹤0.01%
+145
441
$3K ﹤0.01%
+72
442
$3K ﹤0.01%
+500
443
$3K ﹤0.01%
+117
444
$3K ﹤0.01%
+550
445
$2K ﹤0.01%
+16
446
$2K ﹤0.01%
+156
447
$2K ﹤0.01%
+30
448
$2K ﹤0.01%
+21
449
$2K ﹤0.01%
+31
450
$2K ﹤0.01%
+17
16 17
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