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
201
$21K 0.02%
+500
202
$21K 0.02%
+265
203
$21K 0.02%
+186
204
$21K 0.02%
+801
205
$20K 0.02%
+1,350
206
$20K 0.02%
+300
207
$20K 0.02%
+798
208
$20K 0.02%
+1,285
209
$20K 0.02%
+188
210
$20K 0.02%
+798
211
$20K 0.02%
+750
212
$19K 0.02%
+235
213
$19K 0.02%
+1,307
214
$19K 0.02%
+175
215
$19K 0.02%
+385
216
$19K 0.02%
+334
217
$19K 0.02%
+336
218
$19K 0.02%
+356
219
$19K 0.02%
+4,156
220
$19K 0.02%
+1,189
221
$18K 0.02%
+207
222
$18K 0.02%
+1,147
223
$18K 0.02%
+200
224
$18K 0.02%
+146
225
$18K 0.02%
+2,012
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