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
76
$3.29M 0.32%
16,698
-191
77
$3.23M 0.31%
6,865
-837
78
$3.19M 0.31%
15,141
-20,676
79
$3.13M 0.3%
15,169
-696
80
$3.09M 0.3%
39,590
+273
81
$2.99M 0.29%
18,424
-3,723
82
$2.93M 0.28%
10,642
-2,172
83
$2.89M 0.28%
16,984
+855
84
$2.82M 0.27%
54,598
-109,763
85
$2.82M 0.27%
31,234
-8,379
86
$2.73M 0.26%
14,247
-326
87
$2.7M 0.26%
23,653
-419
88
$2.69M 0.26%
13,562
-6,412
89
$2.69M 0.26%
5,431
-2,748
90
$2.69M 0.26%
10,270
+567
91
$2.67M 0.26%
11,597
-497
92
$2.66M 0.26%
15,633
+3,376
93
$2.64M 0.25%
30,885
-2,688
94
$2.61M 0.25%
27,207
-1,422
95
$2.59M 0.25%
132,075
-10,604
96
$2.56M 0.25%
16,867
-2,745
97
$2.55M 0.24%
22,167
+5,052
98
$2.52M 0.24%
19,310
-1,591
99
$2.48M 0.24%
83,202
-5,655
100
$2.38M 0.23%
2,862
-388
2 3
4
5 6