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%
+10
452
$2K ﹤0.01%
+49
453
$2K ﹤0.01%
+60
454
$2K ﹤0.01%
+15
455
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+10
456
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457
$2K ﹤0.01%
+45
458
$2K ﹤0.01%
+12
459
$2K ﹤0.01%
+63
460
$2K ﹤0.01%
+92
461
$2K ﹤0.01%
+11
462
$2K ﹤0.01%
+100
463
$2K ﹤0.01%
+122
464
$2K ﹤0.01%
+16
465
$2K ﹤0.01%
+146
466
$2K ﹤0.01%
+35
467
$2K ﹤0.01%
+32
468
$2K ﹤0.01%
+33
469
$2K ﹤0.01%
+32
470
$2K ﹤0.01%
+64
471
$2K ﹤0.01%
+32
472
$2K ﹤0.01%
+247
473
$2K ﹤0.01%
+50
474
$2K ﹤0.01%
+60
475
$2K ﹤0.01%
+40
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