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
351
$141K 0.03%
+3,006
352
$141K 0.03%
+3,191
353
$141K 0.03%
+2,800
354
$140K 0.03%
+2,478
355
$140K 0.03%
+9,154
356
$140K 0.03%
+1,052
357
$140K 0.03%
+4,564
358
$139K 0.03%
+3,095
359
$139K 0.03%
+15,581
360
$138K 0.03%
+3,648
361
$138K 0.03%
+982
362
$138K 0.03%
+5,118
363
$138K 0.03%
+946
364
$137K 0.03%
+2,436
365
$137K 0.03%
+855
366
$137K 0.03%
+3,524
367
$136K 0.03%
+2,171
368
$136K 0.03%
+1,351
369
$136K 0.03%
+14,633
370
$136K 0.03%
+4,710
371
$132K 0.03%
+4,123
372
$132K 0.03%
+609
373
$132K 0.03%
+3,103
374
$132K 0.03%
+1,855
375
$131K 0.03%
+1,305
13 14
15
16 17