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
$466M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$17.8M
3
+$7.44M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.53M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.18M

Top Sells

1
+$47.3M
2
+$4.37M
3
+$4.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.17M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$515K

Sector Composition

1 Technology 1.83%
2 Consumer Discretionary 1.13%
3 Financials 0.97%
4 Consumer Staples 0.21%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.05%
1,114
+243
52
$219K 0.05%
409
+2
53
$219K 0.05%
1,573
+217
54
$216K 0.05%
6,915
+239
55
$215K 0.05%
2,263
+153
56
$210K 0.05%
1,155
+96
57
$194K 0.04%
17,143
+569
58
$124K 0.03%
+19,823
59
$111K 0.02%
+12,711
60
$63.8K 0.01%
51,007
61
$27.3K 0.01%
11,087
62
$19.4K ﹤0.01%
+11,275
63
$7.3K ﹤0.01%
11,239
64
– –
-1,100
65
– –
-5,117
66
– –
-2,223
67
– –
-3,009
68
– –
-8,779
69
– –
-2,454
1 2
3