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
$166M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$845K
3
+$822K
4
GLOB icon
Globant
GLOB
+$822K
5
ETSY icon
Etsy
ETSY
+$811K

Top Sells

1
+$1.36M
2
+$829K
3
+$722K
4
ADBE icon
Adobe
ADBE
+$693K
5
ABT icon
Abbott
ABT
+$555K

Sector Composition

1 Technology 16.79%
2 Healthcare 9.71%
3 Financials 7.99%
4 Consumer Staples 5.84%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.94%
27,528
+4,878
27
$1.54M 0.93%
22,584
+872
28
$1.49M 0.9%
25,970
-1,674
29
$1.44M 0.87%
6,610
-1,586
30
$1.34M 0.81%
14,666
-1,500
31
$1.29M 0.78%
15,910
-3,924
32
$1.28M 0.77%
33,931
-7,196
33
$1.28M 0.77%
12,246
-3,481
34
$1.23M 0.74%
24,921
-6,750
35
$1.22M 0.74%
3,617
-370
36
$1.2M 0.73%
2,160
-599
37
$1.2M 0.72%
7,819
-1,448
38
$1.19M 0.72%
23,712
-3,535
39
$1.19M 0.72%
6,084
-1,291
40
$1.18M 0.71%
12,973
-2,860
41
$1.16M 0.7%
16,430
-1,846
42
$1.1M 0.66%
5,118
-1,597
43
$1.1M 0.66%
3,048
-845
44
$1.08M 0.65%
23,009
+673
45
$1.07M 0.64%
41,384
-10,466
46
$1.05M 0.64%
4,927
-939
47
$1.04M 0.63%
31,224
-1,736
48
$1.04M 0.63%
18,658
-3,813
49
$1.04M 0.63%
6,498
-1,250
50
$1.03M 0.62%
22,717
-4,567
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