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
$155M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$4.21M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
ADBE icon
Adobe
ADBE
+$3.4M

Top Sells

1
+$50.4M
2
+$28.2M
3
+$18.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11M

Sector Composition

1 Technology 16.61%
2 Healthcare 10.96%
3 Financials 7.58%
4 Consumer Staples 7.15%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$559K 0.36%
+4,610
77
$544K 0.35%
35,570
-359
78
$517K 0.33%
+7,476
79
$486K 0.31%
4,745
-807
80
$485K 0.31%
+5,336
81
$460K 0.3%
+2,898
82
$392K 0.25%
+4,595
83
$386K 0.25%
4,366
-32,898
84
$373K 0.24%
+7,295
85
$363K 0.23%
+4,109
86
$355K 0.23%
+13,154
87
$315K 0.2%
3,300
-966
88
$314K 0.2%
5,132
-306,747
89
$294K 0.19%
+2,693
90
$287K 0.19%
1,327
91
$279K 0.18%
+1,302
92
$270K 0.17%
+12,127
93
$258K 0.17%
6,574
+78
94
$247K 0.16%
+3,910
95
$240K 0.15%
1,106
+100
96
$212K 0.14%
+1,437
97
$190K 0.12%
733
98
$184K 0.12%
11,032
-3,950
99
$171K 0.11%
+29,810
100
$161K 0.1%
+14,544
1 2 3
4
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