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
$155M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$4.21M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
ADBE icon
Adobe
ADBE
+$3.4M

Top Sells

1
+$50.4M
2
+$28.2M
3
+$18.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11M

Sector Composition

1 Technology 16.61%
2 Healthcare 10.96%
3 Financials 7.58%
4 Consumer Staples 7.15%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.06%
27,644
+20,106
27
$1.56M 1.01%
+9,267
28
$1.55M 1%
33,480
-76,014
29
$1.55M 1%
3,987
+2,927
30
$1.52M 0.98%
+19,834
31
$1.48M 0.96%
+6,715
32
$1.44M 0.93%
21,712
-92,485
33
$1.44M 0.93%
41,127
-29,968
34
$1.43M 0.92%
+15,727
35
$1.4M 0.9%
+22,471
36
$1.39M 0.9%
+27,247
37
$1.38M 0.89%
+11,329
38
$1.35M 0.87%
+2,238
39
$1.33M 0.86%
+5,866
40
$1.31M 0.85%
+15,833
41
$1.28M 0.83%
+3,893
42
$1.26M 0.81%
+31,671
43
$1.25M 0.81%
+13,405
44
$1.21M 0.78%
+7,375
45
$1.21M 0.78%
16,166
-17,131
46
$1.19M 0.77%
+22,650
47
$1.18M 0.76%
+7,748
48
$1.16M 0.75%
+19,726
49
$1.15M 0.74%
+17,793
50
$1.14M 0.74%
18,276
-176,529
1
2
3 4 5