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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
$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
451
$2K ﹤0.01%
15
452
$2K ﹤0.01%
318
453
$2K ﹤0.01%
146
454
$2K ﹤0.01%
4
455
$2K ﹤0.01%
134
456
$2K ﹤0.01%
+94
457
$2K ﹤0.01%
35
-2,215
458
$2K ﹤0.01%
166
459
$2K ﹤0.01%
246
-1
460
$2K ﹤0.01%
+81
461
$2K ﹤0.01%
16
462
$2K ﹤0.01%
11
-748
463
$2K ﹤0.01%
12
464
$2K ﹤0.01%
33
465
$2K ﹤0.01%
32
466
$1K ﹤0.01%
3
467
$1K ﹤0.01%
36
468
$1K ﹤0.01%
300
469
$1K ﹤0.01%
6
470
$1K ﹤0.01%
+24
471
$1K ﹤0.01%
6
472
$1K ﹤0.01%
+36
473
– –
0
474
$1K ﹤0.01%
15
475
$1K ﹤0.01%
26
17 18
19
20 21