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
$200M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.98M
3
+$1.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.28M

Top Sells

1
+$2.9M
2
+$2.5M
3
+$2.06M
4
NFLX icon
Netflix
NFLX
+$1.94M
5
ADSK icon
Autodesk
ADSK
+$1.72M

Sector Composition

1 Technology 8.74%
2 Financials 7.38%
3 Healthcare 6.41%
4 Consumer Discretionary 4.95%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.93%
3,730
+493
27
$1.85M 0.92%
6,608
+1,009
28
$1.85M 0.92%
8,369
+700
29
$1.8M 0.9%
81,612
+13,014
30
$1.79M 0.9%
7,084
+366
31
$1.77M 0.88%
42,036
-244
32
$1.77M 0.88%
3,434
-352
33
$1.76M 0.88%
28,105
+3,952
34
$1.67M 0.84%
9,750
-563
35
$1.66M 0.83%
78,439
+5,455
36
$1.65M 0.82%
17,040
+816
37
$1.64M 0.82%
35,132
-410
38
$1.64M 0.82%
32,326
+40
39
$1.64M 0.82%
15,308
+342
40
$1.59M 0.8%
22,366
+657
41
$1.59M 0.8%
3,772
+74
42
$1.56M 0.78%
8,746
+232
43
$1.55M 0.77%
19,469
-177
44
$1.41M 0.7%
44,205
-13,554
45
$1.39M 0.7%
14,652
-55
46
$1.37M 0.69%
7,653
-1,463
47
$1.36M 0.68%
16,812
+484
48
$1.23M 0.61%
14,887
-541
49
$1.16M 0.58%
24,752
+12,993
50
$1.16M 0.58%
8,566
+683
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