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
$403M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$6.3M
3 +$4.65M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.53M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.09M

Top Sells

1 +$1.57M
2 +$922K
3 +$300K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$299K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$214K

Sector Composition

1 Consumer Discretionary 2.3%
2 Technology 1.9%
3 Financials 0.9%
4 Industrials 0.21%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,700
52
-3,647
53
-1,997