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
$199M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.19M
3
+$5.25M
4
AMZN icon
Amazon
AMZN
+$1.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Top Sells

1
+$9.84M
2
+$4.95M
3
+$2.83M
4
MBB icon
iShares MBS ETF
MBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.16M

Sector Composition

1 Technology 17.96%
2 Healthcare 9.44%
3 Financials 8.4%
4 Consumer Discretionary 6.69%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$998K 0.5%
5,606
+1,170
77
$995K 0.5%
+38,881
78
$983K 0.49%
19,208
+2,658
79
$981K 0.49%
4,339
+639
80
$977K 0.49%
36,916
+21,433
81
$954K 0.48%
6,951
+732
82
$948K 0.48%
9,384
+1,946
83
$933K 0.47%
2,380
+155
84
$923K 0.46%
18,407
+10,095
85
$912K 0.46%
11,034
+1,962
86
$904K 0.45%
9,694
+1,857
87
$885K 0.44%
1,485
-675
88
$884K 0.44%
10,638
+4,705
89
$882K 0.44%
30,734
+4,574
90
$879K 0.44%
7,107
+4,070
91
$843K 0.42%
4,461
-1,025
92
$823K 0.41%
+18,877
93
$819K 0.41%
6,136
+271
94
$788K 0.4%
9,095
+5,080
95
$772K 0.39%
3,226
+1,834
96
$772K 0.39%
2,916
+48
97
$770K 0.39%
+16,027
98
$760K 0.38%
5,278
+870
99
$705K 0.35%
4,573
-387
100
$686K 0.34%
+33,291
2 3
4
5 6