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
26
$250K 0.24%
+5,404
27
$249K 0.24%
+4,470
28
$249K 0.24%
+8,470
29
$245K 0.24%
+1,486
30
$244K 0.24%
+2,338
31
$243K 0.24%
+3,264
32
$241K 0.24%
+2,636
33
$232K 0.23%
+2,784
34
$231K 0.23%
+2,409
35
$225K 0.22%
+62,280
36
$196K 0.19%
+991
37
$194K 0.19%
+1,320
38
$176K 0.17%
+4,534
39
$175K 0.17%
+2,163
40
$163K 0.16%
+3,698
41
$160K 0.16%
+1,538
42
$158K 0.15%
+2,708
43
$156K 0.15%
+3,469
44
$156K 0.15%
+3,502
45
$152K 0.15%
+1,905
46
$145K 0.14%
+1,235
47
$138K 0.14%
+912
48
$136K 0.13%
+5,439
49
$134K 0.13%
+4,687
50
$133K 0.13%
+71
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