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
$199M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.19M
3
+$5.25M
4
AMZN icon
Amazon
AMZN
+$1.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Top Sells

1
+$9.84M
2
+$4.95M
3
+$2.83M
4
MBB icon
iShares MBS ETF
MBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.16M

Sector Composition

1 Technology 17.96%
2 Healthcare 9.44%
3 Financials 8.4%
4 Consumer Discretionary 6.69%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$682K 0.34%
11,187
+3,798
102
$681K 0.34%
23,058
+5,028
103
$661K 0.33%
16,125
+10,825
104
$659K 0.33%
20,821
+14,104
105
$646K 0.32%
+26,225
106
$642K 0.32%
7,622
+1,100
107
$613K 0.31%
8,174
+1,320
108
$599K 0.3%
40,874
+24,486
109
$599K 0.3%
5,646
+1,133
110
$592K 0.3%
10,410
+5,841
111
$592K 0.3%
8,334
-14,250
112
$576K 0.29%
2,621
+456
113
$575K 0.29%
1,250
-447
114
$574K 0.29%
3,924
+403
115
$572K 0.29%
2,958
+486
116
$562K 0.28%
8,595
+1,848
117
$562K 0.28%
8,822
+1,805
118
$531K 0.27%
75,149
+43,929
119
$529K 0.27%
3,603
+683
120
$518K 0.26%
12,416
+6,780
121
$495K 0.25%
2,039
+139
122
$485K 0.24%
7,744
+4,338
123
$455K 0.23%
7,189
+345
124
$451K 0.23%
4,790
+2,855
125
$450K 0.23%
+3,567
3 4
5
6 7