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
451
$2K ﹤0.01%
+31
452
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+16
453
$2K ﹤0.01%
+156
454
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455
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+21
456
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457
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+17
458
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+10
459
$2K ﹤0.01%
+60
460
$2K ﹤0.01%
+49
461
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+60
462
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466
$2K ﹤0.01%
+12
467
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+63
468
$2K ﹤0.01%
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469
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+11
470
$2K ﹤0.01%
+100
471
$2K ﹤0.01%
+122
472
$2K ﹤0.01%
+16
473
$2K ﹤0.01%
+40
474
$2K ﹤0.01%
+15
475
$2K ﹤0.01%
+318
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