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
$166M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$845K
3
+$822K
4
GLOB icon
Globant
GLOB
+$822K
5
ETSY icon
Etsy
ETSY
+$811K

Top Sells

1
+$1.36M
2
+$829K
3
+$722K
4
ADBE icon
Adobe
ADBE
+$693K
5
ABT icon
Abbott
ABT
+$555K

Sector Composition

1 Technology 16.79%
2 Healthcare 9.71%
3 Financials 7.99%
4 Consumer Staples 5.84%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$799K 0.48%
+23,600
77
$778K 0.47%
2,868
-213
78
$767K 0.46%
1,697
-562
79
$726K 0.44%
+26,160
80
$715K 0.43%
+2,381
81
$715K 0.43%
+4,979
82
$706K 0.43%
+4,408
83
$695K 0.42%
+7,438
84
$695K 0.42%
5,666
+330
85
$689K 0.42%
+9,072
86
$685K 0.41%
4,960
+215
87
$684K 0.41%
16,550
-3,618
88
$663K 0.4%
+5,239
89
$660K 0.4%
4,240
+740
90
$634K 0.38%
+4,436
91
$616K 0.37%
4,080
-126
92
$612K 0.37%
+33,046
93
$600K 0.36%
+6,672
94
$586K 0.35%
+7,389
95
$550K 0.33%
+4,513
96
$502K 0.3%
+3,304
97
$490K 0.3%
+2,472
98
$483K 0.29%
+6,747
99
$482K 0.29%
+6,854
100
$472K 0.28%
+5,933
2 3
4
5 6