MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $520M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$1.67M
3
+$446K
4
AMZN icon
Amazon
AMZN
+$401K
5
APC
Anadarko Petroleum
APC
+$389K

Top Sells

1
+$1.92M
2
+$353K
3
+$20.7K
4
LMT icon
Lockheed Martin
LMT
+$14.8K
5
RTN
Raytheon Company
RTN
+$11.2K

Sector Composition

1 Technology 2.05%
2 Industrials 1.8%
3 Communication Services 1.2%
4 Energy 0.88%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 24.82%
249,579
+47,361
2
$22.3M 21.75%
1,348,128
+26,972
3
$6.51M 6.36%
355,962
+9,390
4
$6.05M 5.9%
95,669
+1,461
5
$5.96M 5.82%
217,062
+8,322
6
$4.72M 4.61%
130,855
+1,581
7
$4.71M 4.6%
182,031
+9,878
8
$4.64M 4.53%
109,600
+3,010
9
$3.99M 3.9%
330,000
+13,360
10
$3.3M 3.22%
62,196
+4,963
11
$1.67M 1.63%
+35,988
12
$1.42M 1.38%
8,723
13
$1.15M 1.12%
4,201
+814
14
$937K 0.91%
14,791
+3,558
15
$734K 0.72%
21,313
+1,716
16
$506K 0.49%
20,874
+3,894
17
$484K 0.47%
4,646
+595
18
$478K 0.47%
1,617
-50
19
$408K 0.4%
7,220
+800
20
$407K 0.4%
2,944
-150
21
$406K 0.4%
3,596
+432
22
$401K 0.39%
+4,720
23
$389K 0.38%
+5,309
24
$342K 0.33%
1,770
-58
25
$324K 0.32%
+1,734
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