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
451
$100K 0.02%
+1,477
452
$100K 0.02%
+4,306
453
$100K 0.02%
+3,599
454
$99K 0.02%
+2,890
455
$99K 0.02%
+1,560
456
$99K 0.02%
+2,521
457
$98K 0.02%
+1,759
458
$98K 0.02%
+2,883
459
$98K 0.02%
+4,747
460
$98K 0.02%
+1,557
461
$98K 0.02%
+1,905
462
$98K 0.02%
+8,830
463
$97K 0.02%
+6,036
464
$97K 0.02%
+26,154
465
$97K 0.02%
+2,560
466
$96K 0.02%
+2,495
467
$96K 0.02%
+1,032
468
$96K 0.02%
+4,541
469
$96K 0.02%
+968
470
$96K 0.02%
+1,506
471
$95K 0.02%
+228
472
$95K 0.02%
+1,500
473
$95K 0.02%
+321
474
$95K 0.02%
+719
475
$95K 0.02%
+5,635
17 18
19
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