MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$6.74M
3
+$3.35M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.92M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.11M

Top Sells

1
+$9.31M
2
+$6.21M
3
+$4.32M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.27M

Sector Composition

1 Technology 1.1%
2 Industrials 0.8%
3 Healthcare 0.72%
4 Financials 0.72%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-47,785
52
– –
-56,762
53
– –
-5,050
54
– –
-11,797
1 2
3