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
526
$88.2K 0.01%
13,995
+220
527
$43.5K ﹤0.01%
13,866
-281
528
$41.9K ﹤0.01%
3,615
529
$34.3K ﹤0.01%
+2,200
530
$27.7K ﹤0.01%
11,231
+231
531
$26.7K ﹤0.01%
+22,100
532
$24.3K ﹤0.01%
55,556
533
– –
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534
– –
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535
– –
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536
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-4,799
537
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538
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539
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540
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541
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542
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543
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545
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546
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547
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548
– –
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549
– –
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550
– –
-8,672
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