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
$483M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$36.2M
3
+$21.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$14M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.94M

Top Sells

1
+$59.3M
2
+$21.4M
3
+$7.93M
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.9M
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$532K

Sector Composition

1 Consumer Discretionary 3.14%
2 Technology 1.78%
3 Financials 0.89%
4 Industrials 0.33%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$545K 0.11%
9,437
-2,436
27
$540K 0.11%
573
-38
28
$527K 0.11%
17,880
29
$515K 0.11%
5,117
30
$446K 0.09%
6,580
+480
31
$436K 0.09%
3,708
+6
32
$432K 0.09%
5,067
-111
33
$411K 0.09%
18,447
+231
34
$396K 0.08%
1,341
35
$375K 0.08%
+947
36
$363K 0.08%
1,226
+10
37
$354K 0.07%
577
-9
38
$351K 0.07%
1,776
-77
39
$326K 0.07%
3,921
-353
40
$315K 0.07%
3,033
+86
41
$304K 0.06%
4,847
+1,189
42
$293K 0.06%
1,130
-69
43
$282K 0.06%
2,511
-342
44
$269K 0.06%
371
+117
45
$267K 0.06%
8,779
+320
46
$257K 0.05%
5,522
-14
47
$240K 0.05%
460
-12
48
$236K 0.05%
+2,223
49
$224K 0.05%
+6,676
50
$219K 0.05%
1,356
-80
1
2
3