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
FLTW icon
601
Franklin FTSE Taiwan ETF
FLTW
$575M
$140K 0.01%
+2,675
BTC
602
Grayscale Bitcoin Mini Trust ETF
BTC
$4B
$139K 0.01%
+2,919
RCL icon
603
Royal Caribbean
RCL
$66.8B
$139K 0.01%
+442
COWG icon
604
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.36B
$138K 0.01%
+3,939
WTM icon
605
White Mountains Insurance
WTM
$4.86B
$136K 0.01%
+76
FROG icon
606
JFrog
FROG
$6.73B
$136K 0.01%
+3,100
MKL icon
607
Markel Group
MKL
$25.8B
$136K 0.01%
+68
TFC icon
608
Truist Financial
TFC
$56.2B
$135K 0.01%
+3,131
BAP icon
609
Credicorp
BAP
$19.8B
$134K 0.01%
+601
OWL icon
610
Blue Owl Capital
OWL
$8.94B
$134K 0.01%
6,986
-11,774
RGTI icon
611
Rigetti Computing
RGTI
$8.06B
$134K 0.01%
+11,295
RDY icon
612
Dr. Reddy's Laboratories
RDY
$11.6B
$133K 0.01%
+8,871
MTB icon
613
M&T Bank
MTB
$27.8B
$133K 0.01%
+687
EIRL icon
614
iShares MSCI Ireland ETF
EIRL
$61.8M
$133K 0.01%
+1,978
VTI icon
615
Vanguard Total Stock Market ETF
VTI
$539B
$131K 0.01%
+431
AER icon
616
AerCap
AER
$22.5B
$130K 0.01%
+1,112
ACIW icon
617
ACI Worldwide
ACIW
$4.75B
$128K 0.01%
+2,785
WEC icon
618
WEC Energy
WEC
$36.3B
$127K 0.01%
+1,222
KMB icon
619
Kimberly-Clark
KMB
$34.2B
$126K 0.01%
+981
HYDB icon
620
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$126K 0.01%
+2,655
CCI icon
621
Crown Castle
CCI
$39.4B
$121K 0.01%
+1,179
UNF icon
622
Unifirst Corp
UNF
$2.87B
$119K 0.01%
+631
MLI icon
623
Mueller Industries
MLI
$11.7B
$119K 0.01%
+1,493
GRAB icon
624
Grab
GRAB
$21.6B
$117K 0.01%
23,318
-62,260
VMC icon
625
Vulcan Materials
VMC
$36.9B
$117K 0.01%
+449