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
501
$229K 0.02%
1,142
-425
502
$225K 0.02%
+458
503
$224K 0.02%
+1,312
504
$224K 0.02%
+8,608
505
$223K 0.02%
+453
506
$222K 0.02%
16,918
+53
507
$219K 0.02%
+5,612
508
$211K 0.02%
1,906
-2,370
509
$209K 0.02%
+201
510
$208K 0.02%
+1,804
511
$208K 0.02%
+6,465
512
$208K 0.02%
+4,083
513
$207K 0.02%
6,627
-3,582
514
$205K 0.02%
+7,826
515
$205K 0.02%
1,219
-43
516
$203K 0.02%
+1,270
517
$202K 0.02%
+7,516
518
$200K 0.02%
17,219
+3,360
519
$199K 0.02%
+8,909
520
$199K 0.02%
+4,577
521
$196K 0.02%
601
-48
522
$194K 0.02%
1,780
-34
523
$193K 0.02%
+10,299
524
$192K 0.02%
+7,883
525
$192K 0.02%
+1,462
19 20
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