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
126
$235K 0.14%
13,956
-21,614
127
$223K 0.13%
+5,243
128
$217K 0.13%
+3,406
129
$213K 0.13%
+6,717
130
$211K 0.13%
31,220
+1,410
131
$210K 0.13%
+1,935
132
$210K 0.13%
+5,636
133
$202K 0.12%
+5,300
134
$187K 0.11%
667
-66
135
$101K 0.06%
13,284
+3,170
136
– –
-5,132
137
– –
-4,366
138
– –
-2,898
139
– –
-11,032
2 3 4 5
6