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
$166M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$845K
3
+$822K
4
GLOB icon
Globant
GLOB
+$822K
5
ETSY icon
Etsy
ETSY
+$811K

Top Sells

1
+$1.36M
2
+$829K
3
+$722K
4
ADBE icon
Adobe
ADBE
+$693K
5
ABT icon
Abbott
ABT
+$555K

Sector Composition

1 Technology 16.79%
2 Healthcare 9.71%
3 Financials 7.99%
4 Consumer Staples 5.84%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.84M 5.94%
25,875
+1,829
2
$8.44M 5.09%
96,672
+9,125
3
$7.79M 4.7%
57,664
-1,484
4
$7.16M 4.32%
264,855
-50,331
5
$4.05M 2.44%
92,264
+2,029
6
$3.9M 2.35%
70,829
-8,642
7
$3.84M 2.32%
37,609
+3,301
8
$3.42M 2.06%
26,506
+539
9
$3.07M 1.85%
14,103
-3,318
10
$2.83M 1.71%
62,375
-5,405
11
$2.8M 1.69%
10,911
-3,229
12
$2.8M 1.69%
25,429
-409
13
$2.63M 1.59%
12,376
+9
14
$2.63M 1.59%
29,780
-5,380
15
$2.46M 1.49%
5,198
-1,462
16
$2.46M 1.48%
27,031
-1,533
17
$1.98M 1.19%
17,830
-5,011
18
$1.91M 1.15%
7,339
-1,791
19
$1.9M 1.14%
37,590
+4,110
20
$1.84M 1.11%
10,842
-2,970
21
$1.73M 1.05%
4,975
-1,481
22
$1.72M 1.04%
5,420
-1,667
23
$1.72M 1.04%
7,249
-1,987
24
$1.61M 0.97%
3,070
-804
25
$1.6M 0.96%
11,585
-2,414
1
2 3 4 5