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
$191M
AUM Growth
-$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.93M
3
+$1.65M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.63M
5
ADSK icon
Autodesk
ADSK
+$1.63M

Top Sells

1
+$16.4M
2
+$1.08M
3
+$870K
4
IYE icon
iShares US Energy ETF
IYE
+$573K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$239K

Sector Composition

1 Technology 10.93%
2 Financials 7.91%
3 Healthcare 7.85%
4 Consumer Discretionary 5.4%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.93%
7,113
+29
27
$1.74M 0.91%
11,305
-1,074
28
$1.73M 0.91%
14,122
+330
29
$1.69M 0.89%
3,256
-178
30
$1.68M 0.88%
3,821
+49
31
$1.68M 0.88%
17,090
-339
32
$1.66M 0.87%
17,212
+172
33
$1.66M 0.87%
12,783
-226
34
$1.65M 0.87%
+14,123
35
$1.64M 0.86%
43,934
+1,898
36
$1.63M 0.85%
+8,248
37
$1.62M 0.85%
6,140
-468
38
$1.59M 0.84%
16,277
+1,390
39
$1.58M 0.83%
38,294
+3,162
40
$1.57M 0.82%
+37,508
41
$1.53M 0.8%
35,427
+10,675
42
$1.48M 0.78%
9,000
+254
43
$1.48M 0.77%
+54,220
44
$1.47M 0.77%
22,767
+401
45
$1.46M 0.76%
21,025
+1,556
46
$1.43M 0.75%
44,728
+22,628
47
$1.42M 0.74%
15,861
+553
48
$1.41M 0.74%
10,822
+1,072
49
$1.36M 0.71%
16,759
-53
50
$1.33M 0.7%
85,759
+7,320
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