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
$200M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$2.98M
3
+$1.75M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.35M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.28M

Top Sells

1
+$2.9M
2
+$2.5M
3
+$2.06M
4
NFLX icon
Netflix
NFLX
+$1.94M
5
ADSK icon
Autodesk
ADSK
+$1.72M

Sector Composition

1 Technology 8.74%
2 Financials 7.38%
3 Healthcare 6.41%
4 Consumer Discretionary 4.95%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
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