MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
1-Year Return
15.5%
This Quarter Return
-13.99%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$71.9M
AUM Growth
-$31.5M
(-30%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-27.47%
Top 10 Holdings %
Top 10 Hldgs %
88.48%
Holding
47
New
1
Increased
14
Reduced
14
Closed
15
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$5.02M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$260K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$187K |
| 4 |
Schwab International Equity ETF
SCHF
|
$147K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$83.6K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$10.7M |
| 2 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$7.44M |
| 3 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$3.36M |
| 4 |
Deere & Co
DE
|
$371K |
| 5 |
RTN
Raytheon Company
RTN
|
$352K |
Sector Composition
| 1 | Technology | 1.77% |
| 2 | Financials | 1.54% |
| 3 | Communication Services | 1.52% |
| 4 | Healthcare | 1.24% |
| 5 | Industrials | 1.15% |
