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
426
$3K ﹤0.01%
+73
427
$3K ﹤0.01%
+30
428
$3K ﹤0.01%
+400
429
$3K ﹤0.01%
+145
430
$3K ﹤0.01%
+360
431
$3K ﹤0.01%
+72
432
$3K ﹤0.01%
+500
433
$3K ﹤0.01%
+117
434
$3K ﹤0.01%
+39
435
$3K ﹤0.01%
+210
436
$3K ﹤0.01%
+60
437
$3K ﹤0.01%
+550
438
$3K ﹤0.01%
+18
439
$3K ﹤0.01%
+25
440
$3K ﹤0.01%
+33
441
– –
0
442
$3K ﹤0.01%
+185
443
$3K ﹤0.01%
+166
444
$3K ﹤0.01%
+145
445
$2K ﹤0.01%
+33
446
$2K ﹤0.01%
+32
447
$2K ﹤0.01%
+64
448
$2K ﹤0.01%
+92
449
$2K ﹤0.01%
+247
450
$2K ﹤0.01%
+50
16 17
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