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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.7M
3
+$8.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$7.06M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$6.79M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.14%
2 Technology 3.44%
3 Financials 2.25%
4 Consumer Discretionary 2.2%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78K 0.08%
+1,134
102
$77K 0.08%
+949
103
$76K 0.07%
+2,246
104
$76K 0.07%
+2,304
105
$73K 0.07%
+1,053
106
$72K 0.07%
+896
107
$71K 0.07%
+276
108
$70K 0.07%
+605
109
$68K 0.07%
+1,686
110
$66K 0.06%
+799
111
$66K 0.06%
+1,193
112
$62K 0.06%
+256
113
$61K 0.06%
+477
114
$60K 0.06%
+419
115
$60K 0.06%
+442
116
$59K 0.06%
+784
117
$59K 0.06%
+2,030
118
$57K 0.06%
+135
119
$57K 0.06%
+1,861
120
$57K 0.06%
+938
121
$57K 0.06%
+651
122
$56K 0.05%
+1,673
123
$56K 0.05%
+338
124
$55K 0.05%
+336
125
$54K 0.05%
+4,233
3 4
5
6 7