MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$520M
This Quarter Return
-11.43%
1 Year Return
+15.5%
3 Year Return
+46.4%
5 Year Return
+81.11%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(-5.6%)
Cap. Flow
+$9.57M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
52.78%
Holding
96
New
8
Increased
42
Reduced
23
Closed
21
Top Buys
| 1 |
iShares Core High Dividend ETF
HDV
|
$18.4M |
| 2 |
Amazon
AMZN
|
$6.29M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.75M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.35M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.28M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$2.9M |
| 2 |
Adobe
ADBE
|
$2.5M |
| 3 |
Airbnb
ABNB
|
$2.06M |
| 4 |
Netflix
NFLX
|
$1.94M |
| 5 |
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% |
