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
201
$976K 0.09%
2,172
-606
202
$973K 0.09%
11,949
+3,390
203
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8,873
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204
$956K 0.09%
7,529
-4,944
205
$956K 0.09%
4,579
-38
206
$951K 0.09%
4,933
-378
207
$949K 0.09%
+2,887
208
$948K 0.09%
9,723
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209
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19,918
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210
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99,768
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211
$930K 0.09%
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212
$916K 0.09%
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213
$908K 0.09%
9,945
-8,926
214
$899K 0.09%
8,588
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215
$898K 0.09%
3,231
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216
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217
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218
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10,582
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219
$886K 0.09%
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220
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221
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5,628
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222
$872K 0.08%
8,415
-379
223
$867K 0.08%
938
-500
224
$857K 0.08%
+14,978
225
$856K 0.08%
2,833
-23
7 8
9
10 11