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
$221M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$11.1M
3 +$8.83M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$6.03M
5
AMZN icon
Amazon
AMZN
+$2.32M

Top Sells

1 +$11.1M
2 +$9.35M
3 +$5.38M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.84M

Sector Composition

1 Technology 16.36%
2 Healthcare 10.38%
3 Financials 8.44%
4 Consumer Discretionary 7.21%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,734
127
-11,531
128
-10,842
129
-2,004
130
-8,363