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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.7M
3
+$8.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.06M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$6.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.14%
2 Technology 3.44%
3 Financials 2.25%
4 Consumer Discretionary 2.2%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+210
502
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+38
503
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+70
504
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+6
505
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+36
506
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+36
507
$1K ﹤0.01%
+300
508
$1K ﹤0.01%
+300
509
$1K ﹤0.01%
+6
510
$1K ﹤0.01%
+33
511
$1K ﹤0.01%
+104
512
$1K ﹤0.01%
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513
$0 ﹤0.01%
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521
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522
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523
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524
$0 ﹤0.01%
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525
$0 ﹤0.01%
+4
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