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
401
$118K 0.03%
+4,729
402
$117K 0.03%
+2,795
403
$117K 0.03%
+2,964
404
$117K 0.03%
+765
405
$117K 0.03%
+4,417
406
$116K 0.02%
+1,800
407
$116K 0.02%
+6,583
408
$116K 0.02%
+2,258
409
$116K 0.02%
+2,012
410
$115K 0.02%
+3,034
411
$115K 0.02%
+3,223
412
$115K 0.02%
+2,937
413
$114K 0.02%
+715
414
$114K 0.02%
+8,515
415
$114K 0.02%
+5,852
416
$114K 0.02%
+4,575
417
$114K 0.02%
+3,303
418
$114K 0.02%
+3,613
419
$113K 0.02%
+2,996
420
$113K 0.02%
+542
421
$111K 0.02%
+3,650
422
$111K 0.02%
+928
423
$110K 0.02%
+2,387
424
$110K 0.02%
+5,350
425
$110K 0.02%
+6,522
15 16
17
18 19