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
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.67M
3
+$446K
4
AMZN icon
Amazon
AMZN
+$401K
5
APC
Anadarko Petroleum
APC
+$389K

Top Sells

1
+$1.92M
2
+$353K
3
+$20.7K
4
LMT icon
Lockheed Martin
LMT
+$14.8K
5
RTN
Raytheon Company
RTN
+$11.2K

Sector Composition

1 Technology 2.05%
2 Industrials 1.8%
3 Communication Services 1.2%
4 Energy 0.88%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$318K 0.31%
2,278
+314
27
$317K 0.31%
3,028
+488
28
$307K 0.3%
4,897
+822
29
$302K 0.29%
7,760
+1,995
30
$297K 0.29%
2,505
+428
31
$297K 0.29%
+886
32
$274K 0.27%
+3,278
33
$257K 0.25%
8,470
34
$255K 0.25%
+1,309
35
$255K 0.25%
+1,163
36
$246K 0.24%
+1,977
37
$228K 0.22%
6,185
+127
38
$227K 0.22%
2,785
+1
39
$222K 0.22%
+1,756
40
$222K 0.22%
+4,233
41
$219K 0.21%
+37,000
42
$212K 0.21%
1,591
+81
43
$208K 0.2%
+2,516
44
$147K 0.14%
+16,855
45
– –
-6,119
46
– –
-18,381
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