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
$466M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.1M
3
+$8.13M
4
CVS icon
CVS Health
CVS
+$7.99M
5
WDC icon
Western Digital
WDC
+$7.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.39%
2 Financials 13.18%
3 Consumer Discretionary 12.64%
4 Healthcare 11.55%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$156K 0.03%
+3,433
327
$155K 0.03%
+3,653
328
$155K 0.03%
+1,115
329
$155K 0.03%
+2,983
330
$154K 0.03%
+3,188
331
$154K 0.03%
+5,725
332
$153K 0.03%
+1,996
333
$153K 0.03%
+4,241
334
$152K 0.03%
+2,532
335
$151K 0.03%
+2,509
336
$151K 0.03%
+3,260
337
$148K 0.03%
+2,567
338
$147K 0.03%
+13,303
339
$147K 0.03%
+1,998
340
$147K 0.03%
+4,210
341
$146K 0.03%
+12,850
342
$146K 0.03%
+4,986
343
$145K 0.03%
+8,580
344
$145K 0.03%
+9,295
345
$144K 0.03%
+5,885
346
$144K 0.03%
+9,585
347
$143K 0.03%
+5,797
348
$143K 0.03%
+3,154
349
$143K 0.03%
+6,026
350
$142K 0.03%
+1,734
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