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
101
$2.32M 0.22%
+24,563
102
$2.31M 0.22%
3,254
-1,104
103
$2.26M 0.22%
43,200
+4,988
104
$2.23M 0.21%
55,817
+28,135
105
$2.23M 0.21%
10,088
+398
106
$2.22M 0.21%
10,078
-2,012
107
$2.22M 0.21%
1,080
-592
108
$2.21M 0.21%
19,736
-1,884
109
$2.2M 0.21%
7,936
+599
110
$2.18M 0.21%
26,209
-2,705
111
$2.17M 0.21%
17,877
-3,127
112
$2.17M 0.21%
4,544
-482
113
$2.17M 0.21%
26,980
+2,040
114
$2.1M 0.2%
26,918
-4,899
115
$2.09M 0.2%
4,010
+35
116
$2.07M 0.2%
17,590
-3,882
117
$2.02M 0.19%
3,528
-619
118
$2.01M 0.19%
23,786
-471
119
$2M 0.19%
81,323
+8,542
120
$1.93M 0.19%
3,744
-175
121
$1.93M 0.19%
458
-53
122
$1.93M 0.19%
4,103
-172
123
$1.86M 0.18%
32,982
-5,689
124
$1.85M 0.18%
25,369
-1,235
125
$1.85M 0.18%
3,746
-383
3 4
5
6 7