MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM $466M
AUM
$466M
AUM Growth
-$16.7M (-3%)
Cap. Flow
+$23.7M
Cap. Flow % of AUM
5.08%
Top 10 Holdings %Top 10 Hldgs %
91.83%
Holding
69
New
7
Increased
36
Reduced
17
Closed
6
Top Buys
| 1 | $43.7M | |
| 2 | $17.8M | |
| 3 | $7.44M | |
| 4 | $4.53M | |
| 5 | $3.18M |
Top Sells
| 1 | $47.3M | |
| 2 | $4.37M | |
| 3 | $4.3M | |
| 4 | $2.17M | |
| 5 | $506K |
Sector Composition
| 1 | Technology | 1.83% |
| 2 | Consumer Discretionary | 1.13% |
| 3 | Financials | 0.97% |
| 4 | Consumer Staples | 0.21% |
| 5 | Industrials | 0.16% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $502K | 0.11% | 8,803 -634 | -7% | -$36.2K | |||
| $499K | 0.11% | 154,422 -7,770 | -5% | -$25.1K | |||
| $480K | 0.1% | 873 -37 | -4% | -$20.3K | |||
| $428K | 0.09% | 6,635 +55 | +0.8% | +$3.55K | |||
| $411K | 0.09% | 6,984 +2,137 | +44% | +$126K | |||
| $408K | 0.09% | 3,645 -63 | -2% | -$7.05K | |||
| $404K | 0.09% | 5,349 +282 | +6% | +$21.3K | |||
| $382K | 0.08% | 444 +73 | +20% | +$62.8K | |||
| $374K | 0.08% | 18,665 +218 | +1% | +$4.37K | |||
| $373K | 0.08% | 1,386 +160 | +13% | +$43K | |||
| $370K | 0.08% | 2,318 | New | +$370K | |||
| $365K | 0.08% | 1,042 +95 | +10% | +$33.3K | |||
| $336K | 0.07% | 3,113 | New | +$336K | |||
| $317K | 0.07% | 1,893 | New | +$317K | |||
| $304K | 0.07% | 1,885 +109 | +6% | +$17.6K | |||
| $295K | 0.06% | 2,720 +209 | +8% | +$22.7K | |||
| $291K | 0.06% | 3,130 +97 | +3% | +$9K | |||
| $290K | 0.06% | 3,920 -1 | -0% | -$74 | |||
| $289K | 0.06% | 542 -35 | -6% | -$18.6K | |||
| $269K | 0.06% | 1,100 -30 | -3% | -$7.34K | |||
| $263K | 0.06% | 17,961 +81 | +0.5% | +$1.19K | |||
| $251K | 0.05% | 9,488 +2,709 | +40% | +$71.7K | |||
| $243K | 0.05% | 520 +60 | +13% | +$28K | |||
| $240K | 0.05% | 1,177 -164 | -12% | -$33.4K | |||
| $235K | 0.05% | 5,940 +418 | +8% | +$16.5K |
