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
$92.9M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.09M
3
+$649K
4
VZ icon
Verizon
VZ
+$610K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$565K

Top Sells

1
+$2.55M
2
+$421K
3
+$262K
4
LMT icon
Lockheed Martin
LMT
+$211K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$134K

Sector Composition

1 Technology 2.41%
2 Healthcare 1.75%
3 Financials 1.73%
4 Communication Services 1.56%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.35%
3,700
-500
27
$316K 0.34%
6,118
+287
28
$306K 0.33%
+1,681
29
$302K 0.33%
+1,722
30
$288K 0.31%
754
+9
31
$285K 0.31%
+1,808
32
$284K 0.31%
3,675
+72
33
$279K 0.3%
+3,467
34
$279K 0.3%
+1,783
35
$270K 0.29%
+5,941
36
$265K 0.29%
+2,783
37
$255K 0.27%
8,494
+24
38
$253K 0.27%
+4,232
39
$247K 0.27%
8,962
+685
40
$247K 0.27%
+1,368
41
$245K 0.26%
1,990
+142
42
$242K 0.26%
2,786
43
$213K 0.23%
+2,124
44
$208K 0.22%
+2,571
45
$155K 0.17%
15,868
-987
46
– –
-806
47
– –
-19,510
48
– –
-6,446
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