MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
This Quarter Return
-3.25%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+0.65%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
88.41%
Holding
74
New
4
Increased
20
Reduced
33
Closed
15
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$36.9M |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
$6.68M |
| 3 |
Vanguard Growth ETF
VUG
|
$5.28M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.66M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.3M |
Top Sells
| 1 |
Morgan Dempsey Large Cap Value ETF
MDLV
|
$4.71M |
| 2 |
Pfizer
PFE
|
$1.88M |
| 3 |
General Mills
GIS
|
$1.8M |
| 4 |
Pembina Pipeline
PBA
|
$1.7M |
| 5 |
Citigroup
C
|
$1.66M |
Sector Composition
| 1 | Consumer Discretionary | 3.57% |
| 2 | Technology | 2.75% |
| 3 | Energy | 1.59% |
| 4 | Healthcare | 1.42% |
| 5 | Industrials | 1.19% |
