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
426
$309K 0.03%
7,893
-44
427
$308K 0.03%
2,989
+20
428
$307K 0.03%
6,266
-50
429
$306K 0.03%
1,996
+7
430
$303K 0.03%
11,196
-76
431
$303K 0.03%
+1,388
432
$302K 0.03%
12,860
+47
433
$301K 0.03%
12,818
-229
434
$300K 0.03%
14,674
+2,029
435
$300K 0.03%
700
-6
436
$300K 0.03%
+6,281
437
$300K 0.03%
+5,452
438
$299K 0.03%
28,332
+87
439
$299K 0.03%
1,599
-13
440
$297K 0.03%
3,134
-12
441
$296K 0.03%
1,826
-27
442
$293K 0.03%
1,364
443
$292K 0.03%
+9,289
444
$292K 0.03%
3,685
+736
445
$291K 0.03%
7,452
+1,223
446
$289K 0.03%
+1,843
447
$288K 0.03%
+2,797
448
$288K 0.03%
12,357
-216
449
$286K 0.03%
1,929
-19
450
$286K 0.03%
3,542
-1,964
16 17
18
19 20