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
126
$1.83M 0.18%
8,217
+3,460
127
$1.81M 0.17%
132,609
-18,003
128
$1.8M 0.17%
11,145
-89
129
$1.79M 0.17%
57,968
-4,753
130
$1.79M 0.17%
27,419
-98
131
$1.77M 0.17%
46,072
-948
132
$1.76M 0.17%
3,406
-68
133
$1.75M 0.17%
21,201
+294
134
$1.72M 0.17%
26,605
+312
135
$1.72M 0.16%
4,572
-10
136
$1.71M 0.16%
26,251
-1,191
137
$1.7M 0.16%
15,227
-3,022
138
$1.68M 0.16%
6,936
-3,838
139
$1.67M 0.16%
39,705
+1,124
140
$1.64M 0.16%
28,550
-13,800
141
$1.62M 0.16%
11,021
-9,436
142
$1.61M 0.15%
5,288
+1,818
143
$1.61M 0.15%
27,865
-2,674
144
$1.6M 0.15%
24,643
-5,747
145
$1.59M 0.15%
47,996
-2,557
146
$1.58M 0.15%
5,679
-665
147
$1.57M 0.15%
15,102
-192
148
$1.56M 0.15%
34,206
-3,557
149
$1.56M 0.15%
30,528
-1,643
150
$1.52M 0.15%
12,074
-12,213
4 5
6
7 8