MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$568M
1-Year Est. Return
17.27%
1 Year Est. Return
+17.27%
AUM
$568M
AUM Growth
+$47.5M
(+9.1%)
Holding
89
Top Buys
| 1 | +$113M | |
| 2 | +$30M | |
| 3 | +$25.6M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.94M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$1.5M |
Top Sells
| 1 | +$86M | |
| 2 | +$42.1M | |
| 3 | +$21M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$9.01M |
| 5 |
Vanguard Value ETF
VTV
|
+$8.46M |
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Consumer Discretionary | 1.6% |
| 3 | Financials | 0.96% |
| 4 | Industrials | 0.21% |
| 5 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Information Technology ETF
VGT
$113B
| $202K | 0.04% |
+269
|
|
||
77
Netflix
NFLX
$462B
| $201K | 0.04% |
1,720
-190
|
|
||
78
Energy Transfer Partners
ET
$57.8B
| $194K | 0.03% |
+11,447
|
|
||
79
Hecla Mining
HL
$11.5B
| $155K | 0.03% |
12,653
+761
|
|
||
|
EXK
80
Endeavour Silver
EXK
$2.77B
| $122K | 0.02% |
15,772
-3,386
|
|
||
|
PLG
81
Platinum Group Metals
PLG
$281M
| $84.8K | 0.01% |
32,000
-20,507
|
|
||
|
ASM
82
Avino Silver & Gold Mines
ASM
$874M
| $80.5K | 0.01% |
+14,906
|
|
||
|
USAS
83
Americas Gold and Silver
USAS
$1.29B
| $68.6K | 0.01% |
+17,900
|
|
||
84
Ambev
ABEV
$40.1B
| $24.5K | ﹤0.01% |
11,087
|
|
||
85
Abbott
ABT
$223B
| – | – |
-1,539
|
|
||
86
Applied Digital
APLD
$7.86B
| – | – |
-11,666
|
|
||
87
Coeur Mining
CDE
$10.9B
| – | – |
-10,612
|
|
||
|
MLGO
88
MicroAlgo
MLGO
$70M
| – | – |
-1,247
|
|
||
89
Global X SuperIncome Preferred ETF
SPFF
$132M
| – | – |
-12,716
|
|