We are live on ! Find out more
MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $674M
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.42M
3
+$3.26M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$683K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$422K

Top Sells

1
+$1.3M
2
+$1.02M
3
+$987K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$786K
5
RAI
Reynolds American Inc
RAI
+$401K

Sector Composition

1 Industrials 3.97%
2 Technology 2.83%
3 Financials 1.65%
4 Communication Services 1.42%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-35
552
– –
-25
553
$0 ﹤0.01%
4
554
$0 ﹤0.01%
6
555
– –
-861
556
– –
-949
557
– –
-6,161
558
– –
-1,662
559
$0 ﹤0.01%
6
560
– –
-390
561
– –
-15
562
– –
-1,673
563
– –
-1,260
564
– –
-845
565
– –
-15
566
– –
-1,000
567
– –
-45
568
– –
-185
569
$0 ﹤0.01%
+127
570
– –
-2,408
571
$0 ﹤0.01%
+5
19 20 21 22
23