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MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
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
+$8.86M
2
+$4.75M
3
+$4.66M
4
PARA
Paramount Global Class B
PARA
+$4.63M
5
PPG icon
PPG Industries
PPG
+$4.57M

Top Sells

1
+$67M
2
+$46.2M
3
+$31.9M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.1M
5
AAPL icon
Apple
AAPL
+$27M

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
526
$190K 0.02%
3,416
-613
527
$189K 0.02%
+230
528
$189K 0.02%
+2,803
529
$187K 0.02%
+1,027
530
$185K 0.02%
+2,707
531
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533
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537
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538
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539
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543
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