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
$155M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$4.21M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
ADBE icon
Adobe
ADBE
+$3.4M

Top Sells

1
+$50.4M
2
+$28.2M
3
+$18.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11M

Sector Composition

1 Technology 16.61%
2 Healthcare 10.96%
3 Financials 7.58%
4 Consumer Staples 7.15%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.73%
+7,328
52
$1.12M 0.72%
+9,596
53
$1.1M 0.71%
+27,284
54
$1.1M 0.71%
+6,216
55
$1.09M 0.7%
+12,613
56
$1.08M 0.7%
+50,795
57
$1.06M 0.69%
+13,371
58
$1.03M 0.66%
+51,850
59
$1.02M 0.66%
+14,703
60
$983K 0.63%
+7,590
61
$978K 0.63%
+32,960
62
$973K 0.63%
+14,569
63
$926K 0.6%
+2,759
64
$898K 0.58%
+7,081
65
$884K 0.57%
+2,580
66
$816K 0.53%
+20,168
67
$797K 0.51%
+2,259
68
$776K 0.5%
+3,081
69
$773K 0.5%
22,336
-47,394
70
$770K 0.5%
9,840
+4,420
71
$770K 0.5%
+10,047
72
$675K 0.44%
+4,243
73
$675K 0.44%
4,206
-23,427
74
$603K 0.39%
3,500
-2,840
75
$596K 0.38%
11,887
-252,246
1 2
3
4 5