MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$6.19M
3
+$5.04M
4
AMZN icon
Amazon
AMZN
+$1.47M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$9.84M
2
+$5.02M
3
+$2.83M
4
MBB icon
iShares MBS ETF
MBB
+$1.7M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.16M

Sector Composition

1 Technology 17.96%
2 Healthcare 9.44%
3 Financials 8.4%
4 Consumer Discretionary 6.69%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,118
152
– –
-3,726
153
– –
-25,875
154
– –
-6,192
155
– –
-2,381
3 4 5 6
7