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
$212M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.95M
3
+$4.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.64M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.2M

Top Sells

1
+$1.31M
2
+$1.31M
3
+$1.28M
4
SBUX icon
Starbucks
SBUX
+$1.26M
5
DAVA icon
Endava
DAVA
+$1.18M

Sector Composition

1 Technology 11.77%
2 Healthcare 8.41%
3 Financials 7.71%
4 Communication Services 5.8%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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