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
151
$1.51M 0.15%
19,222
-328
152
$1.51M 0.14%
27,964
+3,761
153
$1.46M 0.14%
1,890
-38
154
$1.45M 0.14%
23,496
+11,431
155
$1.43M 0.14%
34,881
+17,829
156
$1.41M 0.14%
16,794
+1,159
157
$1.4M 0.13%
7,838
-1,949
158
$1.4M 0.13%
5,832
-1,168
159
$1.4M 0.13%
8,769
-711
160
$1.39M 0.13%
1,712
-2,454
161
$1.38M 0.13%
83,053
-2,362
162
$1.36M 0.13%
15,533
-2,680
163
$1.34M 0.13%
25,771
-5,930
164
$1.33M 0.13%
11,564
-1,690
165
$1.32M 0.13%
4,855
+610
166
$1.29M 0.12%
7,602
+293
167
$1.23M 0.12%
12,204
+242
168
$1.22M 0.12%
5,310
-105
169
$1.22M 0.12%
12,217
+3,040
170
$1.21M 0.12%
+22,191
171
$1.21M 0.12%
+4,447
172
$1.19M 0.11%
14,399
-623
173
$1.18M 0.11%
9,994
-4,102
174
$1.17M 0.11%
4,189
-69
175
$1.17M 0.11%
6,998
-987
5 6
7
8 9