MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $520M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$6.67M
3
+$6.52M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.32M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.6M

Top Sells

1
+$2.62M
2
+$1.76M
3
+$1.49M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.06M
5
ABB
ABB Ltd
ABB
+$1.06M

Sector Composition

1 Technology 13.48%
2 Healthcare 7.37%
3 Financials 6.86%
4 Communication Services 5.82%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.73%
2,816
-386
27
$1.56M 0.72%
28,284
-2,709
28
$1.54M 0.71%
7,678
-1,245
29
$1.51M 0.7%
27,116
-1,514
30
$1.47M 0.68%
14,343
-998
31
$1.46M 0.67%
25,668
-14,508
32
$1.45M 0.67%
4,928
-1,394
33
$1.43M 0.66%
+18,970
34
$1.43M 0.66%
12,318
-436
35
$1.38M 0.64%
4,683
-367
36
$1.34M 0.62%
34,026
-4,383
37
$1.31M 0.6%
24,179
-2,884
38
$1.3M 0.6%
46,478
+7,597
39
$1.28M 0.59%
42,845
-6,230
40
$1.28M 0.59%
11,451
-539
41
$1.27M 0.59%
19,460
-8,298
42
$1.27M 0.59%
31,835
-3,967
43
$1.26M 0.58%
20,931
-1,380
44
$1.25M 0.58%
3,061
-104
45
$1.23M 0.57%
23,099
-3,568
46
$1.23M 0.57%
9,820
-80
47
$1.21M 0.56%
12,608
-1,193
48
$1.21M 0.56%
15,421
-3,549
49
$1.2M 0.55%
8,770
-1,317
50
$1.2M 0.55%
5,135
-457
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2
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