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
151
$37K 0.04%
+370
152
$37K 0.04%
+871
153
$37K 0.04%
+1,239
154
$37K 0.04%
+498
155
$36K 0.04%
+838
156
$36K 0.04%
+1,219
157
$36K 0.04%
+1,500
158
$35K 0.03%
+968
159
$35K 0.03%
+2,570
160
$34K 0.03%
+737
161
$34K 0.03%
+984
162
$33K 0.03%
+2,986
163
$33K 0.03%
+614
164
$32K 0.03%
+2,044
165
$31K 0.03%
+1,260
166
$31K 0.03%
+1,269
167
$30K 0.03%
+1,626
168
$30K 0.03%
+549
169
$30K 0.03%
+196
170
$30K 0.03%
+540
171
$29K 0.03%
+108
172
$28K 0.03%
+514
173
$28K 0.03%
+518
174
$27K 0.03%
+371
175
$27K 0.03%
+444
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