MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$4.69M
3
+$2.28M
4
UNH icon
UnitedHealth
UNH
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.91M

Top Sells

1
+$26.3M
2
+$8.29M
3
+$7.15M
4
ORCL icon
Oracle
ORCL
+$6.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.27M

Sector Composition

1 Technology 26.38%
2 Financials 8.96%
3 Healthcare 6.81%
4 Communication Services 6.55%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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6,514
+15
277
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3,665
-1,160
278
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281
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283
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285
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287
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10,471
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288
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289
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294
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12,366
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297
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12,065
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298
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8,559
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299
$631K 0.05%
2,472
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300
$628K 0.05%
956
-693
10 11
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