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
$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%
+16
452
$2K ﹤0.01%
+32
453
$2K ﹤0.01%
+247
454
$2K ﹤0.01%
+40
455
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+40
456
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+15
457
$2K ﹤0.01%
+318
458
$2K ﹤0.01%
+4
459
$2K ﹤0.01%
+156
460
$2K ﹤0.01%
+30
461
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+21
462
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+50
463
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+31
464
$2K ﹤0.01%
+17
465
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+10
466
$2K ﹤0.01%
+60
467
$2K ﹤0.01%
+49
468
$2K ﹤0.01%
+60
469
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+15
470
$2K ﹤0.01%
+10
471
$2K ﹤0.01%
+9
472
$2K ﹤0.01%
+45
473
$2K ﹤0.01%
+12
474
$2K ﹤0.01%
+146
475
$2K ﹤0.01%
+134
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