We are live on ! Find out more
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
551
– –
-7,943
552
– –
-896
553
– –
-11,431
554
– –
-161,244
555
– –
-20,911
556
– –
-7,258
557
– –
-3,195
558
– –
-12,472
559
– –
-25,792
560
– –
-612
561
– –
-20,392
562
– –
-12,992
563
– –
-1,288
564
– –
-2,550
565
– –
-2,264
566
– –
-2,620
567
– –
0
568
– –
-14,277
569
– –
-11,634
570
– –
-37,734
571
– –
-2,655
572
– –
-990
573
– –
-25,541
574
– –
-3,650
575
– –
0
21 22
23
24 25