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
$1.3B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$41M
3
+$29.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$29M
5
AAPL icon
Apple
AAPL
+$10.3M

Top Sells

1
+$17.4M
2
+$7.29M
3
+$5.83M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.96M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.48M

Sector Composition

1 Technology 25.14%
2 Financials 9.18%
3 Healthcare 7.43%
4 Communication Services 6.08%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$334K 0.03%
4,234
-1,288
427
$329K 0.03%
4,033
-152
428
$326K 0.03%
2,129
429
$326K 0.03%
+2,544
430
$325K 0.02%
+8,408
431
$324K 0.02%
5,792
-279
432
$324K 0.02%
+10,073
433
$323K 0.02%
+1,999
434
$321K 0.02%
6,100
-1,253
435
$320K 0.02%
3,818
+426
436
$320K 0.02%
13,930
+2,593
437
$318K 0.02%
+1,021
438
$317K 0.02%
1,877
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439
$315K 0.02%
+9,756
440
$311K 0.02%
+11,298
441
$310K 0.02%
+2,304
442
$308K 0.02%
8,021
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443
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444
$307K 0.02%
6,317
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445
$305K 0.02%
2,804
-4,652
446
$305K 0.02%
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447
$303K 0.02%
2,888
+430
448
$302K 0.02%
476
-32
449
$300K 0.02%
1,656
-22
450
$299K 0.02%
+2,133
16 17
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