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
$199M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.19M
3
+$5.25M
4
AMZN icon
Amazon
AMZN
+$1.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Top Sells

1
+$9.84M
2
+$4.95M
3
+$2.83M
4
MBB icon
iShares MBS ETF
MBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.16M

Sector Composition

1 Technology 17.96%
2 Healthcare 9.44%
3 Financials 8.4%
4 Consumer Discretionary 6.69%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.63%
13,075
+2,554
52
$1.24M 0.62%
22,311
-698
53
$1.23M 0.62%
13,542
+2,147
54
$1.22M 0.61%
7,618
+1,120
55
$1.2M 0.6%
6,565
+3,261
56
$1.19M 0.6%
5,314
+882
57
$1.19M 0.59%
3,165
+117
58
$1.18M 0.59%
18,584
+2,816
59
$1.17M 0.58%
16,543
+4,067
60
$1.16M 0.58%
8,659
+872
61
$1.15M 0.58%
8,406
+1,912
62
$1.12M 0.56%
17,289
+3,638
63
$1.12M 0.56%
9,900
+300
64
$1.11M 0.56%
+37,845
65
$1.1M 0.55%
+19,810
66
$1.09M 0.55%
+6,256
67
$1.08M 0.54%
8,613
+1,089
68
$1.08M 0.54%
9,924
-15,505
69
$1.07M 0.54%
5,991
+608
70
$1.06M 0.53%
9,206
+1,599
71
$1.06M 0.53%
18,378
-9,150
72
$1.06M 0.53%
33,298
+19,316
73
$1.04M 0.52%
46,527
+6,177
74
$1.03M 0.52%
7,521
+2,542
75
$998K 0.5%
9,872
+4,633
1 2
3
4 5