MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$65.2M
2
+$39.1M
3
+$28.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$26.6M
5
AAPL icon
Apple
AAPL
+$10.9M

Top Sells

1
+$16.5M
2
+$7.29M
3
+$5.83M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.51M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.69M

Sector Composition

1 Technology 25.07%
2 Financials 9.18%
3 Healthcare 7.43%
4 Communication Services 6.15%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$454K 0.03%
25,690
+781
377
$449K 0.03%
25,800
378
$449K 0.03%
27,106
-1,009
379
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6,610
-808
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1,282
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381
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+5,890
382
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-35
383
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2,192
-18
384
$433K 0.03%
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385
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+2,257
386
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5,432
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389
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2,176
-83
390
$416K 0.03%
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391
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393
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394
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1,594
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395
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396
$396K 0.03%
8,383
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397
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2,392
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$388K 0.03%
35,311
+19,108
399
$384K 0.03%
1,325
-48
400
$383K 0.03%
10,603
+1,681
14 15
16
17 18