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
176
$27K 0.03%
+2,465
177
$27K 0.03%
+295
178
$26K 0.03%
+436
179
$26K 0.03%
+786
180
$26K 0.03%
+522
181
$26K 0.03%
+854
182
$26K 0.03%
+562
183
$25K 0.02%
+632
184
$25K 0.02%
+377
185
$25K 0.02%
+631
186
$25K 0.02%
+732
187
$24K 0.02%
+360
188
$24K 0.02%
+1,273
189
$24K 0.02%
+309
190
$24K 0.02%
+218
191
$24K 0.02%
+360
192
$23K 0.02%
+329
193
$23K 0.02%
+500
194
$23K 0.02%
+256
195
$23K 0.02%
+435
196
$23K 0.02%
+193
197
$22K 0.02%
+1,000
198
$22K 0.02%
+134
199
$22K 0.02%
+1,662
200
$21K 0.02%
+1,186
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