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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 Period2019-06-30

Total Holdings47

Total Value ($x1000)106,500
Activities
New4

Increased34

Unchanged4

Decreased5

Sold Out2

Top 10 Stock Holdingstotal 80.93%
RSP29.84

SCHF12.77

SCHM7.33

SCHO7.03

SPLV6.87

 
SCHE5.09

SLYG3.66

SCHG2.92

SCHV2.82

IVV2.6

-- hover over a symbol below for details --
SEC 13F
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Detail
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RSP
29.84%
S&P500 EQL WGT
SCHF
12.77%
INTL EQTY ETF
SCHM
7.33%
US MID-CAP ETF
SCHO
7.03%
SHT TM US TRES
SPLV
6.87%
S&P500 LOW VOL
SCHE
5.09%
EMRG MKTEQ ETF
SLYG
3.66%
S&P 600 SMCP GRW
SCHG
2.92%
US LCAP GR ETF
SCHV
2.82%
US LCAP VA ETF
IVV
2.6%
CORE S&P500 ETF
UPS
1.98%
CL B
AAPL
1.81%
COM
IWV
1.41%
RUSSELL 3000 ETF
IEFA
1.05%
CORE MSCI EAFE
ITOT
0.98%
CORE S&P TTL STK
PFE
0.84%
COM
JPM
0.79%
COM
VZ
0.63%
COM
IJH
0.6%
CORE S&P MCP ETF
BA
0.55%
COM
USMV
0.55%
USA MIN VOL ETF
DIS
0.47%
COM DISNEY
HD
0.47%
COM
GOOGL
0.47%
CAP STK CL A
GSK
0.45%
SPONSORED ADR
HON
0.39%
COM
V
0.37%
COM CL A
ABBV
0.35%
COM
STZ
0.35%
CL A
IEMG
0.35%
CORE MSCI EMKT
AMZN
0.34%
COM
IJR
0.33%
CORE S&P SCP ETF
BRK.B
0.32%
CL B NEW
CACI
0.31%
CL A
CMI
0.3%
COM
MPC
0.25%
COM
EOG
0.24%
COM
QAI
0.24%
HEDGE MLTI ETF
CVX
0.24%
COM
VNQ
0.24%
REIT ETF
BAC
0.23%
COM
VMW
0.21%
CL A COM
MSFT
0.21%
COM
GBIL
0.2%
TREASURYACCESS
LMT
0.19%
COM
IBM
0.19%
COM
ICLN
0.16%
GL CLEAN ENE ETF
APC
0.29%
COM
XOM
0.22%
COM