MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
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
+$19.3M
2
+$3.21M
3
+$1.86M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.35M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.34M

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
in Stake 		Capital Flow
76
– –
-12,864
77
– –
-5,742
78
– –
-3,596
79
– –
-9,856
80
– –
-13,416
81
– –
-9,310
82
– –
-7,374
83
– –
-11,211
84
– –
-8,617
85
– –
-1,709
86
– –
-5,120
87
– –
-30,178
88
– –
-6,640
89
– –
-2,708
90
– –
-27,618
91
– –
-4,693
92
– –
-21,848
93
– –
-1,070
94
– –
-55,590
95
– –
-32,272
96
– –
-13,088
1 2 3
4