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
$220M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$4.4M
3
+$1.81M
4
IYW icon
iShares US Technology ETF
IYW
+$1.69M
5
KHC icon
Kraft Heinz
KHC
+$1.32M

Top Sells

1
+$6.04M
2
+$4.4M
3
+$3.94M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.89M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.78M

Sector Composition

1 Healthcare 6.31%
2 Technology 5.91%
3 Energy 5.72%
4 Financials 5.54%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.07%
22,920
+7,511
27
$2.31M 1.05%
15,713
+4,891
28
$2.31M 1.05%
56,388
+12,454
29
$2.29M 1.04%
32,240
+9,473
30
$2.24M 1.02%
21,209
+5,348
31
$2.22M 1.01%
46,013
+10,586
32
$2.21M 1.01%
29,247
+6,864
33
$2.21M 1%
47,361
+9,067
34
$2.16M 0.98%
8,043
+930
35
$2.09M 0.95%
60,340
+15,612
36
$2.08M 0.94%
11,624
+3,620
37
$2.07M 0.94%
20,872
+3,660
38
$2.01M 0.92%
25,575
+4,550
39
$1.97M 0.9%
10,191
+1,943
40
$1.96M 0.89%
100,652
+14,893
41
$1.96M 0.89%
11,178
+2,178
42
$1.94M 0.88%
46,313
+11,911
43
$1.93M 0.88%
4,173
+352
44
$1.91M 0.87%
19,574
+2,815
45
$1.85M 0.84%
50,395
+10,875
46
$1.76M 0.8%
3,619
+363
47
$1.69M 0.77%
+22,223
48
$1.38M 0.63%
18,841
+735
49
$1.38M 0.63%
47,339
+3,099
50
$1.33M 0.61%
4,020
+438
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