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
$166M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$845K
3
+$822K
4
GLOB icon
Globant
GLOB
+$822K
5
ETSY icon
Etsy
ETSY
+$811K

Top Sells

1
+$1.36M
2
+$829K
3
+$722K
4
ADBE icon
Adobe
ADBE
+$693K
5
ABT icon
Abbott
ABT
+$555K

Sector Composition

1 Technology 16.79%
2 Healthcare 9.71%
3 Financials 7.99%
4 Consumer Staples 5.84%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$462K 0.28%
3,521
-722
102
$457K 0.28%
+2,165
103
$449K 0.27%
3,804
-806
104
$440K 0.27%
+18,030
105
$432K 0.26%
+7,017
106
$429K 0.26%
+2,920
107
$427K 0.26%
+6,522
108
$420K 0.25%
13,982
+828
109
$408K 0.25%
+1,900
110
$399K 0.24%
8,312
+1,017
111
$398K 0.24%
3,542
+242
112
$391K 0.24%
15,483
+3,356
113
$388K 0.23%
1,434
-3
114
$379K 0.23%
4,015
-94
115
$360K 0.22%
3,037
+344
116
$338K 0.2%
+3,996
117
$325K 0.2%
6,844
+270
118
$324K 0.2%
3,726
-869
119
$311K 0.19%
6,192
-5,695
120
$309K 0.19%
1,324
-3
121
$281K 0.17%
1,392
+90
122
$272K 0.16%
4,569
+659
123
$265K 0.16%
1,106
124
$245K 0.15%
+909
125
$244K 0.15%
16,388
+1,844
2 3 4
5
6