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MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.97M
3
+$6.71M
4
LUMN icon
Lumen
LUMN
+$1.84M
5
ABBV icon
AbbVie
ABBV
+$1.74M

Top Sells

1
+$11.3M
2
+$8.28M
3
+$6.16M
4
WDC icon
Western Digital
WDC
+$5.18M
5
MDP
Meredith Corporation
MDP
+$3.37M

Sector Composition

1 Technology 22.64%
2 Healthcare 13.39%
3 Financials 12.41%
4 Consumer Discretionary 9.76%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$112K 0.02%
+30,930
302
$110K 0.02%
13,158
-933
303
$105K 0.02%
11,760
+1,273
304
$89K 0.02%
12,396
+1,343
305
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-2,674
306
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-2,938
307
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308
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309
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314
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