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
$200M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.98M
3
+$1.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.28M

Top Sells

1
+$2.9M
2
+$2.5M
3
+$2.06M
4
NFLX icon
Netflix
NFLX
+$1.94M
5
ADSK icon
Autodesk
ADSK
+$1.72M

Sector Composition

1 Technology 8.74%
2 Financials 7.38%
3 Healthcare 6.41%
4 Consumer Discretionary 4.95%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.57%
15,176
+4,235
52
$1.11M 0.55%
8,621
+114
53
$1.11M 0.55%
+19,999
54
$1.08M 0.54%
+12,035
55
$1.05M 0.53%
17,721
-304
56
$980K 0.49%
3,998
-284
57
$966K 0.48%
8,933
+1,127
58
$944K 0.47%
+91,086
59
$931K 0.47%
19,642
-1,049
60
$869K 0.43%
12,142
+313
61
$852K 0.43%
22,518
-7,441
62
$782K 0.39%
+22,100
63
$684K 0.34%
2,796
+105
64
$675K 0.34%
+19,714
65
$609K 0.3%
12,670
+384
66
$475K 0.24%
23,103
+336
67
$413K 0.21%
1,477
+72
68
$384K 0.19%
6,376
+1,269
69
$354K 0.18%
+20,825
70
$330K 0.17%
844
+62
71
$259K 0.13%
523
-5
72
$226K 0.11%
11,458
+26
73
$204K 0.1%
3,460
74
$174K 0.09%
+12,100
75
$39K 0.02%
667
1 2
3
4