MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
NVS icon
126
Novartis
NVS
$252B
$2.05M 0.16%
16,969
-4,244
CPNG icon
127
Coupang
CPNG
$51.5B
$2.05M 0.16%
68,474
+2,498
LOW icon
128
Lowe's Companies
LOW
$128B
$1.99M 0.16%
8,960
+1,619
NBIS
129
Nebius Group N.V.
NBIS
$21B
$1.97M 0.15%
35,620
+20,253
UL icon
130
Unilever
UL
$145B
$1.96M 0.15%
31,992
+433
IBN icon
131
ICICI Bank
IBN
$111B
$1.89M 0.15%
56,039
-9,245
IBIT icon
132
iShares Bitcoin Trust
IBIT
$72.1B
$1.88M 0.15%
30,757
+1,228
ADP icon
133
Automatic Data Processing
ADP
$102B
$1.84M 0.14%
5,965
-1,268
AMP icon
134
Ameriprise Financial
AMP
$42.6B
$1.84M 0.14%
3,444
+57
TLH icon
135
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$1.77M 0.14%
17,464
+7,753
MNDY icon
136
monday.com
MNDY
$8.28B
$1.68M 0.13%
5,335
+95
ACGL icon
137
Arch Capital
ACGL
$33.6B
$1.66M 0.13%
18,230
-20
CP icon
138
Canadian Pacific Kansas City
CP
$63.7B
$1.63M 0.13%
20,555
-542
ELV icon
139
Elevance Health
ELV
$72.4B
$1.62M 0.13%
4,166
-1,109
CSCO icon
140
Cisco
CSCO
$307B
$1.61M 0.13%
23,255
-3,612
CCEP icon
141
Coca-Cola Europacific Partners
CCEP
$40.7B
$1.6M 0.12%
17,264
+186
GFL icon
142
GFL Environmental
GFL
$15.9B
$1.6M 0.12%
31,708
-10,920
FLEX icon
143
Flex
FLEX
$22.2B
$1.58M 0.12%
31,673
+133
DE icon
144
Deere & Co
DE
$129B
$1.58M 0.12%
3,104
+1,210
XLP icon
145
Consumers Staples Select Sector SPDR Fund
XLP
$15.1B
$1.57M 0.12%
19,365
-845
SPGI icon
146
S&P Global
SPGI
$150B
$1.57M 0.12%
2,973
-167
HOOD icon
147
Robinhood
HOOD
$110B
$1.56M 0.12%
16,705
-1,444
KO icon
148
Coca-Cola
KO
$306B
$1.55M 0.12%
21,917
-4,950
MCD icon
149
McDonald's
MCD
$219B
$1.55M 0.12%
5,298
-378
PYPL icon
150
PayPal
PYPL
$58.8B
$1.54M 0.12%
20,712
-2,331
4 5
6
7 8