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
376
$131K 0.03%
+1,543
377
$130K 0.03%
+1,788
378
$130K 0.03%
+3,908
379
$130K 0.03%
+4,096
380
$130K 0.03%
+2,780
381
$129K 0.03%
+2,005
382
$129K 0.03%
+2,946
383
$129K 0.03%
+12,111
384
$127K 0.03%
+5,152
385
$127K 0.03%
+4,236
386
$126K 0.03%
+1,924
387
$126K 0.03%
+1,510
388
$126K 0.03%
+2,350
389
$126K 0.03%
+4,041
390
$125K 0.03%
+4,032
391
$124K 0.03%
+9,877
392
$122K 0.03%
+1,406
393
$122K 0.03%
+4,507
394
$121K 0.03%
+2,072
395
$121K 0.03%
+1,903
396
$120K 0.03%
+1,877
397
$120K 0.03%
+1,976
398
$120K 0.03%
+5,296
399
$119K 0.03%
+2,349
400
$118K 0.03%
+1,145
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