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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Time Period2018-12-31

Total Holdings32

Total Value ($x1000)71,921
Activities
New1

Increased15

Unchanged3

Decreased13

Sold Out15

Top 10 Stock Holdingstotal 88.47%
RSP37.57

SCHF13.51

SCHM8.51

SPLV6.98

SCHE6.31

 
SLYG4.17

SCHV3.87

SCHG3.64

IVV2.13

IWV1.78

-- hover over a symbol below for details --
SEC 13F
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Detail
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RSP
37.57%
S&P500 EQL WGT
SCHF
13.51%
INTL EQTY ETF
SCHM
8.51%
US MID-CAP ETF
SPLV
6.98%
S&P500 LOW VOL
SCHE
6.31%
EMRG MKTEQ ETF
SLYG
4.17%
S&P 600 SMCP GRW
SCHV
3.87%
US LCAP VA ETF
SCHG
3.64%
US LCAP GR ETF
IVV
2.13%
CORE S&P500 ETF
IWV
1.78%
RUSSELL 3000 ETF
AAPL
1.77%
COM
PFE
1.24%
COM
IEFA
0.83%
CORE MSCI EAFE
JPM
0.76%
COM
T
0.59%
COM
HON
0.52%
COM
GOOGL
0.51%
CAP STK CL A
BRK.B
0.5%
CL B NEW
IJH
0.5%
CORE S&P MCP ETF
AMZN
0.44%
COM
DIS
0.42%
COM DISNEY
IEMG
0.38%
CORE MSCI EMKT
TLP
0.36%
COM UNIT L P
IJR
0.35%
CORE S&P SCP ETF
QAI
0.34%
HEDGE MLTI ETF
HD
0.34%
COM
BA
0.33%
COM
LMT
0.29%
COM
VNQ
0.29%
REIT ETF
BAC
0.28%
COM
CVX
0.28%
COM
ICLN
0.19%
GL CLEAN ENE ETF
MTUM
10.35%
MSCI USAMOMFCT
RYT
7.19%
S&P500 EQL TEC
CWB
3.25%
BRC CNV SECS ETF
DE
0.36%
COM
RTN
0.34%
COM NEW
APC
0.33%
COM
FTEC
0.25%
MSCI INFO TECH I
TIP
0.24%
TIPS BD ETF
VTI
0.24%
TOTAL STK MKT
EOG
0.24%
COM
STZ
0.23%
CL A
NVDA
0.23%
COM
IBM
0.23%
COM
XOM
0.2%
COM
COP
0.2%
COM