MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $520M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.1M
3
+$8.83M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$6.03M
5
AMZN icon
Amazon
AMZN
+$2.32M

Top Sells

1
+$11.1M
2
+$9.35M
3
+$5.38M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.84M

Sector Composition

1 Technology 16.36%
2 Healthcare 10.38%
3 Financials 8.44%
4 Consumer Discretionary 7.21%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.48%
28,370
+6,622
77
$1.06M 0.48%
+13,443
78
$1.04M 0.47%
2,531
+392
79
$1.03M 0.47%
9,943
+2,339
80
$985K 0.45%
9,063
+1,296
81
$951K 0.43%
66,675
+50,231
82
$927K 0.42%
19,438
+4,025
83
$926K 0.42%
7,845
+994
84
$895K 0.41%
8,325
+1,585
85
$894K 0.41%
1,598
+324
86
$883K 0.4%
5,552
+1,847
87
$867K 0.39%
11,562
+2,243
88
$854K 0.39%
8,644
+1,431
89
$804K 0.36%
41,182
-567,290
90
$778K 0.35%
5,958
+1,453
91
$776K 0.35%
1,402
+223
92
$760K 0.34%
26,260
+10,287
93
$751K 0.34%
9,318
+1,424
94
$749K 0.34%
6,038
+764
95
$682K 0.31%
35,550
+10,659
96
$666K 0.3%
1,875
+297
97
$665K 0.3%
1,409
-19,801
98
$652K 0.3%
+11,513
99
$619K 0.28%
9,033
+1,761
100
$600K 0.27%
2,631
+417
2 3
4
5 6