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
$1.04B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$4.98M
3
+$4.8M
4
MRK icon
Merck
MRK
+$4.54M
5
PARA
Paramount Global Class B
PARA
+$4.52M

Top Sells

1
+$67M
2
+$46.2M
3
+$31.9M
4
AAPL icon
Apple
AAPL
+$28.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.1M

Sector Composition

1 Technology 30.04%
2 Financials 10%
3 Healthcare 8.07%
4 Communication Services 6.81%
5 Consumer Discretionary 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$485K 0.05%
10,601
+1,592
352
$483K 0.05%
1,702
-7
353
$482K 0.05%
+2,873
354
$481K 0.05%
25,800
355
$474K 0.05%
2,125
-43
356
$474K 0.05%
4,290
-2,455
357
$474K 0.05%
24,461
+11,469
358
$472K 0.05%
5,671
-1,662
359
$468K 0.04%
1,220
+1
360
$467K 0.04%
1,470
-332
361
$467K 0.04%
1,297
+9
362
$457K 0.04%
4,000
-971
363
$448K 0.04%
6,216
364
$442K 0.04%
2,782
-3,141
365
$440K 0.04%
3,149
-25
366
$440K 0.04%
308
-372
367
$431K 0.04%
2,442
-41
368
$430K 0.04%
10,603
369
$418K 0.04%
2,393
+1
370
$412K 0.04%
2,304
+251
371
$410K 0.04%
5,693
+675
372
$404K 0.04%
1,724
+141
373
$403K 0.04%
6,349
-1,223
374
$399K 0.04%
9,851
+835
375
$399K 0.04%
6,371
+257
13 14
15
16 17