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
LAZ icon
1126
Lazard
LAZ
$4.6B
$10.7K ﹤0.01%
+224
AIG icon
1127
American International
AIG
$44.7B
$10.7K ﹤0.01%
+125
PZZA icon
1128
Papa John's
PZZA
$1.42B
$10.5K ﹤0.01%
+215
WDC icon
1129
Western Digital
WDC
$52B
$10.4K ﹤0.01%
+163
JPIB icon
1130
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
$10.4K ﹤0.01%
+213
AAAU icon
1131
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.01B
$10.3K ﹤0.01%
+316
ACHC icon
1132
Acadia Healthcare
ACHC
$1.91B
$10.2K ﹤0.01%
+450
CLOX icon
1133
Panagram AAA CLO ETF
CLOX
$226M
$10K ﹤0.01%
+392
HUBS icon
1134
HubSpot
HUBS
$24.9B
$10K ﹤0.01%
+18
WPM icon
1135
Wheaton Precious Metals
WPM
$42.8B
$9.79K ﹤0.01%
+109
SSD icon
1136
Simpson Manufacturing
SSD
$7.22B
$9.79K ﹤0.01%
+63
BR icon
1137
Broadridge
BR
$26B
$9.72K ﹤0.01%
40
-826
NTNX icon
1138
Nutanix
NTNX
$19B
$9.71K ﹤0.01%
+127
BAC.PRL icon
1139
Bank of America Series L
BAC.PRL
$3.89B
$9.7K ﹤0.01%
+8
HPE icon
1140
Hewlett Packard
HPE
$31.1B
$9.67K ﹤0.01%
+473
SMCI icon
1141
Super Micro Computer
SMCI
$28.2B
$9.65K ﹤0.01%
+197
ORI icon
1142
Old Republic International
ORI
$9.92B
$9.49K ﹤0.01%
+247
BMRN icon
1143
BioMarin Pharmaceuticals
BMRN
$10.1B
$9.46K ﹤0.01%
+172
SWK icon
1144
Stanley Black & Decker
SWK
$10.3B
$9.37K ﹤0.01%
+138
PR icon
1145
Permian Resources
PR
$9.24B
$9.34K ﹤0.01%
+686
AAP icon
1146
Advance Auto Parts
AAP
$2.89B
$9.3K ﹤0.01%
+200
CLF icon
1147
Cleveland-Cliffs
CLF
$6.08B
$9.25K ﹤0.01%
+1,217
FCX icon
1148
Freeport-McMoran
FCX
$56.6B
$9.23K ﹤0.01%
+213
TOST icon
1149
Toast
TOST
$20.8B
$9.21K ﹤0.01%
+208
VTEB icon
1150
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$9.16K ﹤0.01%
+187