MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$7.42M
3
+$7.28M
4
TXN icon
Texas Instruments
TXN
+$7.21M
5
PARA
Paramount Global Class B
PARA
+$6.41M

Top Sells

1
+$11.8M
2
+$7.67M
3
+$7.27M
4
VIAB
Viacom Inc. Class B
VIAB
+$7.2M
5
HPQ icon
HP
HPQ
+$7.19M

Sector Composition

1 Technology 24.86%
2 Healthcare 13.2%
3 Financials 11.74%
4 Consumer Discretionary 9.08%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$299K 0.05%
6,580
+77
277
$297K 0.05%
+281
278
$292K 0.05%
+15,743
279
$292K 0.05%
5,463
-11,597
280
$291K 0.05%
6,334
-2,010
281
$290K 0.05%
+8,064
282
$283K 0.05%
+2,946
283
$281K 0.05%
22,037
-691
284
$279K 0.05%
5,781
+282
285
$278K 0.05%
791
-294
286
$268K 0.05%
11,570
+2,601
287
$262K 0.05%
2,093
288
$247K 0.04%
1,128
289
$246K 0.04%
+3,259
290
$245K 0.04%
2,983
-413
291
$244K 0.04%
+17,318
292
$241K 0.04%
1,807
-608
293
$235K 0.04%
+5,063
294
$235K 0.04%
5,593
-844
295
$233K 0.04%
3,747
-373
296
$233K 0.04%
+3,043
297
$233K 0.04%
+3,244
298
$231K 0.04%
+5,908
299
$229K 0.04%
+2,523
300
$228K 0.04%
+2,747
10 11
12
13 14