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
$227M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$28.4M
3
+$7.06M
4
AAP icon
Advance Auto Parts
AAP
+$1.03M
5
KHC icon
Kraft Heinz
KHC
+$982K

Top Sells

1
+$19.1M
2
+$16.2M
3
+$10.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.57M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$4.59M

Sector Composition

1 Energy 5.84%
2 Healthcare 5.5%
3 Consumer Staples 5.38%
4 Consumer Discretionary 4.99%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,020
77
– –
-8,624
78
– –
-10,321
79
– –
-28,703
80
– –
-3,619
1 2 3
4