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
$227M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$28.4M
3
+$7.06M
4
AAP icon
Advance Auto Parts
AAP
+$1.03M
5
KHC icon
Kraft Heinz
KHC
+$982K

Top Sells

1
+$19.1M
2
+$16.2M
3
+$10.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.57M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.59M

Sector Composition

1 Energy 5.84%
2 Healthcare 5.5%
3 Consumer Staples 5.38%
4 Consumer Discretionary 4.99%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.98%
65,598
+5,258
27
$2.22M 0.98%
9,720
-19
28
$2.21M 0.97%
53,345
-1,062
29
$2.2M 0.97%
56,259
+25,061
30
$2.15M 0.95%
16,795
+30
31
$2.14M 0.94%
53,465
-2,923
32
$2.14M 0.94%
45,219
-794
33
$2.13M 0.94%
4,336
+163
34
$2.09M 0.92%
15,633
-80
35
$2.05M 0.91%
12,367
+1,189
36
$1.92M 0.85%
19,401
-1,808
37
$1.92M 0.85%
53,690
+3,295
38
$1.9M 0.84%
27,187
-2,060
39
$1.85M 0.81%
52,258
+4,897
40
$1.79M 0.79%
19,393
-2,830
41
$1.78M 0.79%
20,885
+1,311
42
$1.76M 0.78%
20,781
-91
43
$1.76M 0.77%
24,813
-762
44
$1.28M 0.57%
8,891
+897
45
$1.03M 0.45%
+8,338
46
$902K 0.4%
95,069
+822
47
$901K 0.4%
3,872
-29
48
$880K 0.39%
60,241
+9,664
49
$826K 0.36%
22,014
+4,710
50
$664K 0.29%
2,292
-49
1
2
3 4