MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,513
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$24.7M
3
+$14M
4
AAPL icon
Apple
AAPL
+$3.07M
5
PM icon
Philip Morris
PM
+$2.63M

Top Sells

1
+$28.1M
2
+$22.8M
3
+$13.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.39M
5
LRCX icon
Lam Research
LRCX
+$4.37M

Sector Composition

1 Technology 22.24%
2 Financials 8.53%
3 Communication Services 6.99%
4 Consumer Discretionary 6.12%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZD icon
551
Ziff Davis
ZD
$1.19B
$181K 0.01%
5,984
+111
NEU icon
552
NewMarket
NEU
$7.01B
$181K 0.01%
+262
PSN icon
553
Parsons
PSN
$8.71B
$179K 0.01%
+2,500
VITL icon
554
Vital Farms
VITL
$1.39B
$178K 0.01%
+4,618
PNC icon
555
PNC Financial Services
PNC
$71.4B
$178K 0.01%
+954
ALSN icon
556
Allison Transmission
ALSN
$6.7B
$177K 0.01%
+1,866
SKM icon
557
SK Telecom
SKM
$7.74B
$177K 0.01%
7,562
-27,746
MDY icon
558
SPDR S&P MidCap 400 ETF Trust
MDY
$23.4B
$175K 0.01%
+309
GDYN icon
559
Grid Dynamics Holdings
GDYN
$692M
$174K 0.01%
15,046
+298
ABCB icon
560
Ameris Bancorp
ABCB
$4.92B
$173K 0.01%
+2,678
PRI icon
561
Primerica
PRI
$8.17B
$173K 0.01%
+631
PAC icon
562
Grupo Aeroportuario del Pacifico
PAC
$11.1B
$173K 0.01%
+752
GRDN
563
Guardian Pharmacy Services
GRDN
$1.84B
$172K 0.01%
+8,088
KRYS icon
564
Krystal Biotech
KRYS
$6.09B
$172K 0.01%
1,251
+12
CSTL icon
565
Castle Biosciences
CSTL
$997M
$171K 0.01%
+8,362
INSM icon
566
Insmed
INSM
$42B
$170K 0.01%
1,685
-1,712
SOLV icon
567
Solventum
SOLV
$13.2B
$169K 0.01%
+2,223
PBR icon
568
Petrobras
PBR
$85.1B
$168K 0.01%
+13,429
BIDD
569
iShares International Dividend Active ETF
BIDD
$685M
$168K 0.01%
6,158
-483,994
LRCX icon
570
Lam Research
LRCX
$187B
$168K 0.01%
1,722
-44,899
KOF icon
571
Coca-Cola Femsa
KOF
$18.4B
$166K 0.01%
+1,712
BK icon
572
Bank of New York Mellon
BK
$75.8B
$165K 0.01%
+1,814
ENB icon
573
Enbridge
ENB
$105B
$165K 0.01%
+3,635
GHC icon
574
Graham Holdings Company
GHC
$4.6B
$165K 0.01%
+174
NGG icon
575
National Grid
NGG
$77.3B
$163K 0.01%
+2,184
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