MCIA
Mountain Capital Investment Advisors Portfolio holdings
AUM
$674M
1-Year Est. Return
19.67%
This Fund
S&P 500
1 Year Est. Return
+19.67%
AUM
$674M
AUM Growth
+$53.9M
(+8.7%)
Holding
105
Top Buys
| 1 | +$615M | |
| 2 | +$19.9M | |
| 3 | +$12.9M | |
| 4 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$6.43M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.96M |
Top Sells
| 1 | +$12M | |
| 2 | +$1.53M | |
| 3 | +$761K | |
| 4 |
First Majestic Silver
AG
|
+$587K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$544K |
Sector Composition
| 1 | Technology | 1.82% |
| 2 | Consumer Discretionary | 1.25% |
| 3 | Financials | 0.58% |
| 4 | Communication Services | 0.27% |
| 5 | Materials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Oracle
ORCL
$649B
| – | – |
-1,550
|
|
||
102
Pfizer
PFE
$149B
| – | – |
-8,234
|
|
||
103
Global X Defense Tech ETF
SHLD
$7.98B
| – | – |
-2,721
|
|
||
104
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| – | – |
-4,463
|
|
||
|
VZLA
105
Vizsla Silver
VZLA
$1.36B
| – | – |
-13,270
|
|