We are live on ! Find out more
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
376
– –
-272
377
– –
-1,151
378
– –
-1,372
379
– –
-742
380
– –
-17
381
– –
-635
382
– –
-1,573
383
– –
-1,968
384
– –
-834
385
– –
-4,722
386
– –
-2,407
387
– –
-16
388
– –
-252
389
– –
-4,512
390
– –
-123
391
– –
-49
392
– –
-400
393
– –
-4,259
394
– –
-1,320
395
– –
-1,249
396
– –
-29
397
– –
-1,572
398
– –
-120
399
– –
-1,362
400
– –
-3,098
14 15
16
17 18