MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
This Quarter Return
-2.5%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$466M
AUM Growth
+$466M
(-3.5%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
4.72%
Top 10 Holdings %
Top 10 Hldgs %
91.83%
Holding
69
New
7
Increased
36
Reduced
17
Closed
6
Top Buys
| 1 |
ALPS Equal Sector Weight ETF
EQL
|
$43.7M |
| 2 |
Vanguard Value ETF
VTV
|
$17.8M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.44M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.53M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$3.18M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$47.3M |
| 2 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
$4.37M |
| 3 |
Tesla
TSLA
|
$4.3M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.17M |
| 5 |
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% |
