MCIA

Mountain Capital Investment Advisors Portfolio holdings

AUM $568M
1-Year Est. Return 17.27%
This Quarter Est. Return
1 Year Est. Return
+17.27%
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
+$85.4M
2
+$28.9M
3
+$28.5M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.02M

Top Sells

1
+$78.5M
2
+$8.35M
3
+$1.76M
4
XOM icon
Exxon Mobil
XOM
+$1.29M
5
PSX icon
Phillips 66
PSX
+$1.23M

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
in Stake 		Capital Flow
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