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
$199M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.19M
3
+$5.25M
4
AMZN icon
Amazon
AMZN
+$1.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.42M

Top Sells

1
+$9.84M
2
+$4.95M
3
+$2.83M
4
MBB icon
iShares MBS ETF
MBB
+$1.68M
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
– –
-1,782
152
– –
-62,375
153
– –
-4,080
154
– –
-909
155
– –
-2,381
3 4 5 6
7