MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $520M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$64.8M
2 +$38.2M
3 +$21.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$14M
5
MDLV icon
Morgan Dempsey Large Cap Value ETF
MDLV
+$12.4M

Top Sells

1 +$43.6M
2 +$23.4M
3 +$8.4M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.35M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.57M

Sector Composition

1 Consumer Discretionary 4.77%
2 Healthcare 3.91%
3 Energy 3.73%
4 Technology 3.45%
5 Consumer Staples 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,393
77
-8,891
78
-57,486