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
$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
426
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50
427
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90
428
$2K ﹤0.01%
48
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429
$2K ﹤0.01%
120
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430
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33
431
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32
432
$2K ﹤0.01%
+94
433
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21
434
$2K ﹤0.01%
31
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435
$2K ﹤0.01%
21
-1,334
436
$2K ﹤0.01%
14
437
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32
438
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33
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123
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441
$2K ﹤0.01%
129
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$2K ﹤0.01%
24
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444
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$2K ﹤0.01%
18
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446
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13
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447
$2K ﹤0.01%
25
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448
$2K ﹤0.01%
105
-40
449
$2K ﹤0.01%
12
450
$2K ﹤0.01%
63
16 17
18
19 20