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
$218M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.3M
3
+$3.02M
4
CVX icon
Chevron
CVX
+$2.87M
5
NEE icon
NextEra Energy
NEE
+$1.83M

Top Sells

1
+$7.26M
2
+$5.82M
3
+$1.12M
4
SIZE icon
iShares MSCI USA Size Factor ETF
SIZE
+$815K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$667K

Sector Composition

1 Healthcare 3.81%
2 Energy 2.7%
3 Technology 1.41%
4 Utilities 1%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15,722
52
– –
-10,419
1 2
3