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
$104M
AUM Growth
-$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.65M
3
+$1.64M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$322K
5
TLP
Transmontaigne
TLP
+$316K

Top Sells

1
+$3.49M
2
+$2.3M
3
+$482K
4
GE icon
GE Aerospace
GE
+$293K
5
NVDA icon
NVIDIA
NVDA
+$226K

Sector Composition

1 Industrials 2.83%
2 Technology 1.41%
3 Communication Services 1.07%
4 Financials 0.87%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$314K 0.3%
5,960
+160
27
$307K 0.3%
2,807
28
$303K 0.29%
1,530
29
$292K 0.28%
991
30
$278K 0.27%
5,178
+1,000
31
$258K 0.25%
8,470
32
$231K 0.22%
2,784
33
$205K 0.2%
1,081
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