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
426
$109K 0.02%
+1,427
427
$109K 0.02%
+2,011
428
$109K 0.02%
+133
429
$108K 0.02%
+330
430
$108K 0.02%
+2,599
431
$108K 0.02%
+2,345
432
$107K 0.02%
+6,020
433
$105K 0.02%
+1,700
434
$105K 0.02%
+2,547
435
$105K 0.02%
+1,931
436
$104K 0.02%
+5,261
437
$104K 0.02%
+6,112
438
$104K 0.02%
+4,584
439
$103K 0.02%
+1,192
440
$103K 0.02%
+3,536
441
$103K 0.02%
+1,851
442
$103K 0.02%
+692
443
$102K 0.02%
+1,750
444
$101K 0.02%
+13,792
445
$101K 0.02%
+1,151
446
$101K 0.02%
+5,282
447
$101K 0.02%
+1,203
448
$101K 0.02%
+10,350
449
$101K 0.02%
+618
450
$100K 0.02%
+642
16 17
18
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