MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $520M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
-$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$9.32M
2 +$1.39M
3 +$1.2M
4
IXN icon
iShares Global Tech ETF
IXN
+$920K
5
OLO
Olo Inc
OLO
+$703K

Sector Composition

1 Technology 15.78%
2 Healthcare 8.3%
3 Financials 8.17%
4 Communication Services 6.83%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,497
127
-3,187
128
-8,752