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
$155M
AUM Growth
-$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$4.21M
3
+$3.9M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
ADBE icon
Adobe
ADBE
+$3.4M

Top Sells

1
+$50.4M
2
+$28.2M
3
+$18.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$12.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11M

Sector Composition

1 Technology 16.61%
2 Healthcare 10.96%
3 Financials 7.58%
4 Consumer Staples 7.15%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84K 0.05%
+10,114
102
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-14,533
103
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-5,991
104
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-3,032
105
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-35,408
106
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-99,854
107
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-44,195
108
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-42,546
109
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-10,201
110
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-40,804
111
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-1,971
112
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-1,221
113
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-76,424
114
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-14,776
115
– –
-7,762
116
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-2,584
1 2 3 4
5