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
$466M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$17.8M
3
+$7.44M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.53M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.18M

Top Sells

1
+$47.3M
2
+$4.37M
3
+$4.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.17M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$515K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.13%
3 Financials 0.97%
4 Consumer Staples 0.21%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$502K 0.11%
8,803
-634
27
$499K 0.11%
154,422
-7,770
28
$480K 0.1%
873
-37
29
$428K 0.09%
6,635
+55
30
$411K 0.09%
6,984
+2,137
31
$408K 0.09%
3,645
-63
32
$404K 0.09%
5,349
+282
33
$382K 0.08%
444
+73
34
$374K 0.08%
18,665
+218
35
$373K 0.08%
1,386
+160
36
$370K 0.08%
+2,318
37
$365K 0.08%
1,042
+95
38
$336K 0.07%
+3,113
39
$317K 0.07%
+1,893
40
$304K 0.07%
1,885
+109
41
$295K 0.06%
2,720
+209
42
$291K 0.06%
3,130
+97
43
$290K 0.06%
3,920
-1
44
$289K 0.06%
542
-35
45
$269K 0.06%
1,100
-30
46
$263K 0.06%
17,961
+81
47
$251K 0.05%
9,488
+2,709
48
$243K 0.05%
520
+60
49
$240K 0.05%
1,177
-164
50
$235K 0.05%
5,940
+418
1
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