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
$1.04B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$4.98M
3
+$4.8M
4
MRK icon
Merck
MRK
+$4.54M
5
PARA
Paramount Global Class B
PARA
+$4.52M

Top Sells

1
+$67M
2
+$46.2M
3
+$31.9M
4
AAPL icon
Apple
AAPL
+$28.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.1M

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
51
$4.71M 0.45%
19,549
-2,770
52
$4.64M 0.45%
74,510
-3,568
53
$4.63M 0.44%
11,808
-1,794
54
$4.6M 0.44%
54,449
+15,806
55
$4.6M 0.44%
20,800
-2,615
56
$4.53M 0.44%
76,140
-14,928
57
$4.52M 0.43%
+425,822
58
$4.44M 0.43%
44,980
-1,085
59
$4.28M 0.41%
147,365
+11,299
60
$4.13M 0.4%
18,691
+140
61
$4.05M 0.39%
10,616
-25,570
62
$4.02M 0.39%
17,423
-1,546
63
$3.94M 0.38%
9,729
-1,241
64
$3.92M 0.38%
11,339
+234
65
$3.73M 0.36%
47,815
-3,197
66
$3.6M 0.35%
75,774
+6,486
67
$3.57M 0.34%
4,030
-189
68
$3.54M 0.34%
21,729
+1,303
69
$3.49M 0.33%
12,135
-991
70
$3.46M 0.33%
55,162
+1,448
71
$3.44M 0.33%
28,102
-801
72
$3.38M 0.32%
57,114
+3,181
73
$3.35M 0.32%
24,771
-9,868
74
$3.35M 0.32%
34,793
-8,940
75
$3.3M 0.32%
39,410
+479
1 2
3
4 5