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
$456M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$13.2M
3
+$11M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$2.55M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.22M

Top Sells

1
+$31.4M
2
+$1.24M
3
+$768K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$300K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$226K

Sector Composition

1 Consumer Discretionary 2.62%
2 Technology 1.76%
3 Financials 0.93%
4 Industrials 0.34%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.12%
611
-3
27
$532K 0.12%
44,278
+11,735
28
$514K 0.11%
5,117
29
$495K 0.11%
+17,880
30
$444K 0.1%
740
-167
31
$443K 0.1%
3,702
+867
32
$435K 0.1%
5,178
+1,545
33
$432K 0.09%
6,100
+1,345
34
$428K 0.09%
1,341
-22
35
$385K 0.08%
8,459
+459
36
$383K 0.08%
18,216
+220
37
$360K 0.08%
1,216
-1,014
38
$343K 0.08%
2,853
-114
39
$343K 0.08%
586
+42
40
$340K 0.07%
1,853
-50
41
$304K 0.07%
4,274
-613
42
$298K 0.07%
2,947
-209
43
$287K 0.06%
1,199
-48
44
$254K 0.06%
5,536
-678
45
$242K 0.05%
+472
46
$230K 0.05%
+3,658
47
$228K 0.05%
+403
48
$224K 0.05%
+2,060
49
$223K 0.05%
+1,436
50
$218K 0.05%
+412
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