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
$225M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$38M
3
+$16.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$15.4M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$15.4M

Top Sells

1
+$25.3M
2
+$14.6M
3
+$10.5M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$9.81M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.2M

Sector Composition

1 Technology 1.08%
2 Healthcare 0.69%
3 Financials 0.66%
4 Industrials 0.56%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-2,827
52
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53
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54
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-2,124
55
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-2,504
56
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-1,522
57
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-5,109
58
– –
-8,723
59
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-8,494
60
– –
-135,424
61
– –
-390,579
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