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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.7M
3
+$8.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.06M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$6.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.14%
2 Technology 3.44%
3 Financials 2.25%
4 Consumer Discretionary 2.2%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$118K 0.12%
+6,949
77
$114K 0.11%
+2,120
78
$114K 0.11%
+2,408
79
$113K 0.11%
+4,850
80
$113K 0.11%
+1,947
81
$112K 0.11%
+2,605
82
$110K 0.11%
+7,246
83
$109K 0.11%
+1,394
84
$107K 0.1%
+1,619
85
$104K 0.1%
+3,332
86
$101K 0.1%
+943
87
$94K 0.09%
+797
88
$94K 0.09%
+1,078
89
$92K 0.09%
+2,788
90
$89K 0.09%
+736
91
$89K 0.09%
+515
92
$88K 0.09%
+5,624
93
$88K 0.09%
+1,595
94
$87K 0.09%
+609
95
$86K 0.08%
+799
96
$82K 0.08%
+1,591
97
$82K 0.08%
+807
98
$80K 0.08%
+659
99
$80K 0.08%
+4,600
100
$79K 0.08%
+1,030
2 3
4
5 6