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
51
$129K 0.13%
+2,159
52
$129K 0.13%
+3,722
53
$128K 0.13%
+1,439
54
$128K 0.13%
+5,475
55
$127K 0.12%
+1,530
56
$126K 0.12%
+2,272
57
$126K 0.12%
+759
58
$126K 0.12%
+890
59
$126K 0.12%
+1,849
60
$125K 0.12%
+1,656
61
$125K 0.12%
+4,967
62
$124K 0.12%
+2,203
63
$124K 0.12%
+8,005
64
$124K 0.12%
+935
65
$124K 0.12%
+1,208
66
$123K 0.12%
+2,058
67
$123K 0.12%
+2,752
68
$122K 0.12%
+1,355
69
$121K 0.12%
+2,250
70
$121K 0.12%
+2,500
71
$121K 0.12%
+2,600
72
$121K 0.12%
+1,410
73
$120K 0.12%
+3,816
74
$120K 0.12%
+4,809
75
$118K 0.12%
+1,531
1 2
3
4 5