MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $520M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.1M
3
+$8.83M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$6.03M
5
AMZN icon
Amazon
AMZN
+$2.32M

Top Sells

1
+$11.1M
2
+$9.35M
3
+$5.38M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.84M

Sector Composition

1 Technology 16.36%
2 Healthcare 10.38%
3 Financials 8.44%
4 Consumer Discretionary 7.21%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.67%
4,990
+1,182
52
$1.48M 0.67%
8,645
+1,758
53
$1.41M 0.64%
71,080
+16,321
54
$1.4M 0.64%
2,593
+597
55
$1.37M 0.62%
3,751
+859
56
$1.31M 0.59%
8,291
+1,410
57
$1.31M 0.59%
4,930
+1,544
58
$1.28M 0.58%
7,806
+1,562
59
$1.26M 0.57%
37,205
-1,179
60
$1.26M 0.57%
16,891
+8,363
61
$1.26M 0.57%
12,072
+1,981
62
$1.22M 0.55%
14,213
+7,997
63
$1.21M 0.55%
14,299
-3,950
64
$1.2M 0.54%
24,171
+5,738
65
$1.18M 0.53%
8,807
+590
66
$1.18M 0.53%
6,144
+1,270
67
$1.17M 0.53%
8,190
+1,882
68
$1.16M 0.52%
5,976
+1,438
69
$1.13M 0.51%
10,459
+2,085
70
$1.13M 0.51%
8,100
-1,520
71
$1.13M 0.51%
61,889
+32,776
72
$1.12M 0.51%
3,406
-4,919
73
$1.11M 0.5%
36,922
+9,149
74
$1.1M 0.5%
19,841
+1,950
75
$1.06M 0.48%
7,069
+1,279
1 2
3
4 5