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
$103M
AUM Growth
+$941K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.44M
3
+$4.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.2M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.16M

Top Sells

1
+$11.3M
2
+$5.96M
3
+$4.72M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$4.64M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$3.99M

Sector Composition

1 Technology 2.45%
2 Industrials 1.97%
3 Communication Services 1.35%
4 Financials 1.19%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,897
52
– –
-330,000
1 2
3