MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
This Quarter Return
+2.15%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$483M
AUM Growth
+$483M
(+5.9%)
Cap. Flow
+$26.8M
Cap. Flow
% of AUM
5.54%
Top 10 Holdings %
Top 10 Hldgs %
90.84%
Holding
68
New
6
Increased
29
Reduced
20
Closed
6
Top Buys
| 1 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
$38.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$36.2M |
| 3 |
Vanguard Value ETF
VTV
|
$21.2M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$14M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.94M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$59.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$21.4M |
| 3 |
Vanguard Growth ETF
VUG
|
$7.93M |
| 4 |
JPMorgan Limited Duration Bond ETF
JPLD
|
$1.9M |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
$532K |
Sector Composition
| 1 | Consumer Discretionary | 3.14% |
| 2 | Technology | 1.78% |
| 3 | Financials | 0.89% |
| 4 | Industrials | 0.33% |
| 5 | Communication Services | 0.19% |
