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
$166M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$845K
3
+$822K
4
GLOB icon
Globant
GLOB
+$822K
5
ETSY icon
Etsy
ETSY
+$811K

Top Sells

1
+$1.36M
2
+$829K
3
+$722K
4
ADBE icon
Adobe
ADBE
+$693K
5
ABT icon
Abbott
ABT
+$555K

Sector Composition

1 Technology 16.79%
2 Healthcare 9.71%
3 Financials 7.99%
4 Consumer Staples 5.84%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$997K 0.6%
11,161
-2,244
52
$977K 0.59%
9,979
-2,634
53
$975K 0.59%
11,804
-2,899
54
$972K 0.59%
+7,607
55
$965K 0.58%
15,768
-3,958
56
$942K 0.57%
9,593
-454
57
$938K 0.57%
11,395
-1,976
58
$925K 0.56%
7,524
-3,805
59
$917K 0.55%
5,486
-1,595
60
$911K 0.55%
7,787
-1,809
61
$896K 0.54%
1,782
-456
62
$880K 0.53%
40,350
-10,445
63
$871K 0.53%
5,383
-833
64
$862K 0.52%
5,865
-1,725
65
$853K 0.51%
13,651
-4,142
66
$850K 0.51%
10,521
+3,045
67
$845K 0.51%
+8,274
68
$843K 0.51%
9,600
-240
69
$822K 0.5%
+7,837
70
$822K 0.5%
+3,700
71
$818K 0.49%
6,219
-1,109
72
$811K 0.49%
+4,432
73
$811K 0.49%
12,476
-2,093
74
$806K 0.49%
2,225
-355
75
$803K 0.48%
+6,494
1 2
3
4 5