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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
$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%
+145
427
$3K ﹤0.01%
+360
428
$3K ﹤0.01%
+72
429
$3K ﹤0.01%
+500
430
$3K ﹤0.01%
+117
431
$3K ﹤0.01%
+39
432
$3K ﹤0.01%
+210
433
$3K ﹤0.01%
+60
434
$3K ﹤0.01%
+18
435
$3K ﹤0.01%
+25
436
$3K ﹤0.01%
+33
437
– –
0
438
$3K ﹤0.01%
+185
439
$3K ﹤0.01%
+166
440
$3K ﹤0.01%
+145
441
$3K ﹤0.01%
+80
442
$3K ﹤0.01%
+14
443
$3K ﹤0.01%
+37
444
$3K ﹤0.01%
+550
445
$2K ﹤0.01%
+30
446
$2K ﹤0.01%
+156
447
$2K ﹤0.01%
+21
448
$2K ﹤0.01%
+50
449
$2K ﹤0.01%
+31
450
$2K ﹤0.01%
+16
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