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
$193M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$5.82M
3
+$3.33M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.87M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.94M

Top Sells

1
+$7.97M
2
+$5.4M
3
+$4.37M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.15M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.12M

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