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

Top Buys

1
+$72.7M
2
+$52M
3
+$38.4M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$32.1M
5
BIDD
iShares International Dividend Active ETF
BIDD
+$12.1M

Top Sells

1
+$29.1M
2
+$6.47M
3
+$5.57M
4
CVS icon
CVS Health
CVS
+$4.92M
5
DG icon
Dollar General
DG
+$4.6M

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
526
$193K 0.02%
17,261
+42
527
$188K 0.02%
+53,187
528
$172K 0.01%
12,724
-4,194
529
$152K 0.01%
+23,000
530
$152K 0.01%
+16,526
531
$140K 0.01%
+20,452
532
$109K 0.01%
+100,000
533
$101K 0.01%
+35,007
534
$87.1K 0.01%
+22,100
535
$79.4K 0.01%
+14,030
536
$56.6K ﹤0.01%
+12,933
537
$14.6K ﹤0.01%
+1,100
538
– –
-3,173
539
– –
-4,083
540
– –
-2,880
541
– –
-10,343
542
– –
-19,088
543
– –
-5,320
544
– –
-72,432
545
– –
-2,814
546
– –
-1,733
547
– –
-8,082
548
– –
-3,252
549
– –
-2,355
550
– –
-54,449
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