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
$221M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.1M
3
+$8.83M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$6.03M
5
AMZN icon
Amazon
AMZN
+$2.32M

Top Sells

1
+$11.1M
2
+$9.35M
3
+$5.38M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.84M

Sector Composition

1 Technology 16.36%
2 Healthcare 10.38%
3 Financials 8.44%
4 Consumer Discretionary 7.21%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.86%
3,279
+692
27
$1.89M 0.85%
31,181
+5,610
28
$1.88M 0.85%
26,038
+7,605
29
$1.81M 0.82%
15,732
+2,894
30
$1.77M 0.8%
6,750
+1,582
31
$1.76M 0.8%
13,392
+2,478
32
$1.75M 0.79%
3,736
+782
33
$1.75M 0.79%
24,528
-2,040
34
$1.74M 0.79%
21,275
+4,632
35
$1.74M 0.79%
25,352
+6,017
36
$1.73M 0.79%
13,051
+5,050
37
$1.73M 0.79%
6,401
+1,847
38
$1.72M 0.78%
41,509
+9,173
39
$1.7M 0.77%
31,645
+5,628
40
$1.66M 0.75%
12,947
-1,101
41
$1.63M 0.74%
15,808
+4,195
42
$1.62M 0.73%
16,793
+3,532
43
$1.61M 0.73%
+29,724
44
$1.61M 0.73%
25,850
-15,915
45
$1.61M 0.73%
20,725
+5,702
46
$1.6M 0.72%
7,555
+1,807
47
$1.57M 0.71%
9,315
+2,252
48
$1.56M 0.71%
7,391
+1,864
49
$1.56M 0.71%
23,052
+6,233
50
$1.52M 0.69%
15,024
+3,376
1
2
3 4 5