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
$199M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.19M
3
+$5.25M
4
AMZN icon
Amazon
AMZN
+$1.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Top Sells

1
+$9.84M
2
+$4.95M
3
+$2.83M
4
MBB icon
iShares MBS ETF
MBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.16M

Sector Composition

1 Technology 17.96%
2 Healthcare 9.44%
3 Financials 8.4%
4 Consumer Discretionary 6.69%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.88%
14,485
+8,819
27
$1.75M 0.88%
30,993
+6,072
28
$1.75M 0.88%
10,736
-106
29
$1.74M 0.87%
6,322
-927
30
$1.65M 0.83%
28,630
+2,660
31
$1.62M 0.81%
49,075
+7,691
32
$1.58M 0.79%
8,923
+1,104
33
$1.57M 0.79%
15,341
+675
34
$1.51M 0.76%
3,898
+281
35
$1.49M 0.75%
15,516
+2,543
36
$1.49M 0.75%
5,050
-370
37
$1.49M 0.75%
7,259
+1,175
38
$1.47M 0.74%
12,754
+508
39
$1.44M 0.72%
27,063
+3,351
40
$1.43M 0.72%
38,409
+4,478
41
$1.42M 0.71%
27,758
+4,158
42
$1.38M 0.69%
18,970
+3,060
43
$1.38M 0.69%
26,667
+3,950
44
$1.36M 0.68%
10,087
-1,498
45
$1.31M 0.66%
35,802
+4,578
46
$1.3M 0.65%
11,990
+2,011
47
$1.29M 0.65%
5,592
+665
48
$1.29M 0.65%
21,239
+2,581
49
$1.26M 0.63%
12,812
+1,651
50
$1.25M 0.63%
13,801
+1,997
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