MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$7.42M
3
+$7.28M
4
TXN icon
Texas Instruments
TXN
+$7.21M
5
PARA
Paramount Global Class B
PARA
+$6.41M

Top Sells

1
+$11.8M
2
+$7.67M
3
+$7.27M
4
VIAB
Viacom Inc. Class B
VIAB
+$7.2M
5
HPQ icon
HP
HPQ
+$7.19M

Sector Composition

1 Technology 24.86%
2 Healthcare 13.2%
3 Financials 11.74%
4 Consumer Discretionary 9.08%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.45%
10,959
-56
52
$2.6M 0.45%
32,224
+1,426
53
$2.54M 0.44%
43,121
+28
54
$2.29M 0.4%
48,740
+1,077
55
$2.28M 0.4%
7,291
-793
56
$2.27M 0.39%
12,726
-3,500
57
$2.24M 0.39%
27,682
-995
58
$2.23M 0.39%
37,847
-11,300
59
$2.23M 0.39%
147,625
60
$2.22M 0.39%
46,266
+32,637
61
$2.2M 0.38%
23,249
+615
62
$2.16M 0.38%
2,858
-51
63
$2.15M 0.37%
19,779
+1,375
64
$2.14M 0.37%
9,700
+9
65
$2.08M 0.36%
51,955
-6,415
66
$2.08M 0.36%
15,690
-1,727
67
$2.07M 0.36%
13,763
-182
68
$2.07M 0.36%
7,042
+974
69
$2.05M 0.36%
20,665
-549
70
$2.04M 0.35%
7,613
-93
71
$2.02M 0.35%
53,663
-427
72
$2.01M 0.35%
33,844
-1,064
73
$2M 0.35%
66,617
-3,115
74
$2M 0.35%
9,656
-944
75
$1.97M 0.34%
22,666
+6,330
1 2
3
4 5