MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $620M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$8.46M
3
+$4.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$489K
5
ORCL icon
Oracle
ORCL
+$253K

Top Sells

1
+$95.9M
2
+$29.6M
3
+$6.23M
4
VTV icon
Vanguard Value ETF
VTV
+$4.28M
5
TSLA icon
Tesla
TSLA
+$262K

Sector Composition

1 Technology 1.96%
2 Consumer Discretionary 1.13%
3 Financials 0.94%
4 Consumer Staples 0.18%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$551K 0.11%
558
-24
27
$548K 0.11%
8,900
+97
28
$464K 0.09%
1,242
+200
29
$460K 0.09%
6,465
-170
30
$456K 0.09%
734
-139
31
$447K 0.09%
4,901
-448
32
$443K 0.09%
3,543
-102
33
$437K 0.08%
6,989
+5
34
$425K 0.08%
1,399
+13
35
$415K 0.08%
3,172
+59
36
$412K 0.08%
531
+87
37
$393K 0.08%
18,665
38
$391K 0.08%
1,167
-10
39
$375K 0.07%
2,327
+9
40
$361K 0.07%
659
+139
41
$357K 0.07%
17,961
42
$357K 0.07%
496
-46
43
$346K 0.07%
1,883
-10
44
$343K 0.07%
+1,568
45
$337K 0.06%
3,092
-38
46
$325K 0.06%
3,919
-1
47
$319K 0.06%
1,801
-84
48
$317K 0.06%
9,488
49
$303K 0.06%
1,043
-57
50
$290K 0.06%
513
+104
1
2
3