We are live on ! Find out more
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
426
$2K ﹤0.01%
33
-2,170
427
$2K ﹤0.01%
+100
428
$2K ﹤0.01%
100
429
$2K ﹤0.01%
+31
430
$2K ﹤0.01%
+27
431
$2K ﹤0.01%
50
432
$2K ﹤0.01%
21
-1,418
433
$2K ﹤0.01%
60
-3,756
434
$2K ﹤0.01%
31
435
$2K ﹤0.01%
17
436
$2K ﹤0.01%
60
437
$2K ﹤0.01%
49
438
$2K ﹤0.01%
123
-7,882
439
$2K ﹤0.01%
129
-7,117
440
$2K ﹤0.01%
50
441
$2K ﹤0.01%
90
442
$2K ﹤0.01%
48
-46
443
$2K ﹤0.01%
120
-107
444
$2K ﹤0.01%
75
-4,892
445
$2K ﹤0.01%
92
446
$2K ﹤0.01%
11
447
$2K ﹤0.01%
100
448
$2K ﹤0.01%
122
449
$2K ﹤0.01%
16
450
$2K ﹤0.01%
+50
16 17
18
19 20