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
$1.28B
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
FITB icon
826
Fifth Third Bancorp
FITB
$27.8B
$48.2K ﹤0.01%
+1,171
VEA icon
827
Vanguard FTSE Developed Markets ETF
VEA
$178B
$47.7K ﹤0.01%
+837
LW icon
828
Lamb Weston
LW
$8.65B
$47.3K ﹤0.01%
+912
HMN icon
829
Horace Mann Educators
HMN
$1.93B
$47.3K ﹤0.01%
+1,100
CNK icon
830
Cinemark Holdings
CNK
$3.28B
$47.2K ﹤0.01%
+1,564
LYB icon
831
LyondellBasell Industries
LYB
$14.2B
$47.2K ﹤0.01%
+815
IESC icon
832
IES Holdings
IESC
$7.93B
$46.5K ﹤0.01%
+157
SRE icon
833
Sempra
SRE
$60.4B
$46.4K ﹤0.01%
+613
ENOV icon
834
Enovis
ENOV
$1.79B
$46.3K ﹤0.01%
+1,476
EFX icon
835
Equifax
EFX
$25.5B
$45.9K ﹤0.01%
+177
FHI icon
836
Federated Hermes
FHI
$3.88B
$45.8K ﹤0.01%
+1,034
ALEX
837
Alexander & Baldwin
ALEX
$1.14B
$45.8K ﹤0.01%
+2,568
AMED
838
DELISTED
Amedisys
AMED
$45.8K ﹤0.01%
+465
PBH icon
839
Prestige Consumer Healthcare
PBH
$2.93B
$45.7K ﹤0.01%
+572
CNX icon
840
CNX Resources
CNX
$4.68B
$45.6K ﹤0.01%
+1,354
CCJ icon
841
Cameco
CCJ
$42B
$45.6K ﹤0.01%
+614
UHAL.B icon
842
U-Haul Holding Co Series N
UHAL.B
$9.12B
$45.4K ﹤0.01%
+835
BILS icon
843
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.85B
$44.9K ﹤0.01%
+452
TPR icon
844
Tapestry
TPR
$22.3B
$44.9K ﹤0.01%
+511
LEN.B icon
845
Lennar Class B
LEN.B
$29B
$44.7K ﹤0.01%
+425
CFG icon
846
Citizens Financial Group
CFG
$22.1B
$44.7K ﹤0.01%
+998
CALF icon
847
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.95B
$44.5K ﹤0.01%
+1,117
TXN icon
848
Texas Instruments
TXN
$146B
$44.5K ﹤0.01%
+214
DLR icon
849
Digital Realty Trust
DLR
$57.4B
$44.5K ﹤0.01%
+255
UVV icon
850
Universal Corp
UVV
$1.28B
$44.1K ﹤0.01%
+758