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
126
$52K 0.05%
+263
127
$52K 0.05%
+2,336
128
$50K 0.05%
+1,019
129
$50K 0.05%
+2,617
130
$50K 0.05%
+452
131
$49K 0.05%
+676
132
$49K 0.05%
+309
133
$49K 0.05%
+1,383
134
$49K 0.05%
+1,202
135
$48K 0.05%
+401
136
$48K 0.05%
+869
137
$48K 0.05%
+966
138
$47K 0.05%
+930
139
$47K 0.05%
+444
140
$44K 0.04%
+160
141
$43K 0.04%
+1,785
142
$43K 0.04%
+777
143
$43K 0.04%
+1,920
144
$41K 0.04%
+913
145
$40K 0.04%
+1,737
146
$40K 0.04%
+606
147
$40K 0.04%
+521
148
$40K 0.04%
+1,650
149
$38K 0.04%
+1,158
150
$38K 0.04%
+723
4 5
6
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