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

Top Buys

1
+$37.8M
2
+$4.4M
3
+$1.81M
4
IYW icon
iShares US Technology ETF
IYW
+$1.69M
5
KHC icon
Kraft Heinz
KHC
+$1.32M

Top Sells

1
+$6.04M
2
+$4.4M
3
+$3.94M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.89M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.78M

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
76
– –
-6,140
77
– –
-7,368
78
– –
-1,596
79
– –
-11,305
80
– –
-9,414
81
– –
-38,824
82
– –
-13,241
83
– –
-3,010
84
– –
-3,385
85
– –
-20,333
86
– –
-8,011
87
– –
-9,029
88
– –
-14,501
89
– –
-54,220
90
– –
-8,533
91
– –
-3,629
92
– –
-14,765
93
– –
-7,278
1 2 3
4