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
176
$1.16M 0.11%
8,462
+95
177
$1.15M 0.11%
3,053
-94
178
$1.15M 0.11%
25,066
-1,429
179
$1.15M 0.11%
2,821
-1,670
180
$1.13M 0.11%
8,333
+3,598
181
$1.11M 0.11%
6,773
-2,898
182
$1.1M 0.11%
6,910
-5,653
183
$1.09M 0.1%
16,550
184
$1.08M 0.1%
20,143
+7,777
185
$1.07M 0.1%
3,106
-525
186
$1.06M 0.1%
13,117
-3,948
187
$1.06M 0.1%
37,166
188
$1.05M 0.1%
18,272
-583
189
$1.04M 0.1%
331
-20
190
$1.04M 0.1%
5,018
+3,245
191
$1.04M 0.1%
5,096
-256
192
$1.04M 0.1%
28,585
-8,058
193
$1.02M 0.1%
4,543
-293
194
$1.02M 0.1%
9,797
-1,025
195
$1.02M 0.1%
80,612
+1,226
196
$1.01M 0.1%
13,036
-4,015
197
$999K 0.1%
5,029
-86
198
$996K 0.1%
3,674
-802
199
$980K 0.09%
4,758
-30
200
$979K 0.09%
2,953
+1,146
6 7
8
9 10