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
$357M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$82.6M
2
+$29.2M
3
+$27.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M

Top Sells

1
+$75.6M
2
+$8.35M
3
+$1.7M
4
PSX icon
Phillips 66
PSX
+$1.23M
5
KO icon
Coca-Cola
KO
+$1.16M

Sector Composition

1 Consumer Discretionary 1.85%
2 Technology 1.6%
3 Financials 0.88%
4 Industrials 0.37%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
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