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
26
$6.17M 0.59%
64,439
-5,744
27
$6.1M 0.59%
24,019
+1,039
28
$5.95M 0.57%
34,233
+966
29
$5.93M 0.57%
111,461
-16,377
30
$5.88M 0.56%
93,578
-11,730
31
$5.8M 0.56%
16,402
-3,875
32
$5.45M 0.52%
271,500
+10,440
33
$5.42M 0.52%
26,240
+21,568
34
$5.39M 0.52%
46,100
-968
35
$5.34M 0.51%
27,038
-1,185
36
$5.29M 0.51%
84,504
-17,733
37
$5.26M 0.5%
536
38
$5.25M 0.5%
106,121
-1,552
39
$5.21M 0.5%
58,957
+50,008
40
$5.04M 0.48%
10,334
-742
41
$4.98M 0.48%
86,554
+45,927
42
$4.98M 0.48%
+18,190
43
$4.97M 0.48%
116,440
-2,080
44
$4.95M 0.48%
32,158
-2,018
45
$4.94M 0.47%
19,879
-81
46
$4.87M 0.47%
134,275
-17,835
47
$4.86M 0.47%
24,280
-3,933
48
$4.81M 0.46%
40,433
-2,140
49
$4.8M 0.46%
+36,207
50
$4.74M 0.46%
19,500
-1,215
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