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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
451
$2K ﹤0.01%
+17
452
$2K ﹤0.01%
+10
453
$2K ﹤0.01%
+60
454
$2K ﹤0.01%
+49
455
$2K ﹤0.01%
+60
456
$2K ﹤0.01%
+15
457
$2K ﹤0.01%
+10
458
$2K ﹤0.01%
+9
459
$2K ﹤0.01%
+45
460
$2K ﹤0.01%
+12
461
$2K ﹤0.01%
+63
462
$2K ﹤0.01%
+92
463
$2K ﹤0.01%
+11
464
$2K ﹤0.01%
+100
465
$2K ﹤0.01%
+122
466
$2K ﹤0.01%
+16
467
$2K ﹤0.01%
+318
468
$2K ﹤0.01%
+146
469
$2K ﹤0.01%
+4
470
$2K ﹤0.01%
+134
471
$2K ﹤0.01%
+150
472
$2K ﹤0.01%
+137
473
$2K ﹤0.01%
+1,285
474
$2K ﹤0.01%
+35
475
$2K ﹤0.01%
+32
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