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
$220M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$7M
3
+$1.72M
4
IYW icon
iShares US Technology ETF
IYW
+$1.7M
5
TFC icon
Truist Financial
TFC
+$1.26M

Top Sells

1
+$5.49M
2
+$4.33M
3
+$4.05M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.89M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.43M

Sector Composition

1 Healthcare 6.31%
2 Technology 5.91%
3 Energy 5.72%
4 Financials 5.54%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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