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
$1.24B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$69.9M
2
+$52.9M
3
+$37.3M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$30.9M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$11.8M

Top Sells

1
+$30.9M
2
+$6.82M
3
+$5.77M
4
DG icon
Dollar General
DG
+$4.6M
5
SWKS icon
Skyworks Solutions
SWKS
+$4.44M

Sector Composition

1 Technology 24.55%
2 Financials 8.63%
3 Communication Services 6.69%
4 Consumer Discretionary 5.89%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$319K 0.03%
3,803
+66
427
$319K 0.03%
1,947
-2,460
428
$318K 0.03%
+5,858
429
$316K 0.03%
4,676
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430
$314K 0.03%
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-4
431
$313K 0.03%
4,320
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432
$313K 0.03%
9,262
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433
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4,152
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434
$311K 0.03%
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-25
435
$310K 0.03%
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-3
436
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+6,230
437
$308K 0.02%
1,364
438
$307K 0.02%
11,305
-121
439
$307K 0.02%
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-247,683
440
$303K 0.02%
3,137
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441
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4,467
444
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445
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446
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3,322
-73
447
$294K 0.02%
3,399
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448
$293K 0.02%
1,388
449
$290K 0.02%
+5,009
450
$290K 0.02%
3,770
-371
16 17
18
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