MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$11.9M
2
+$10.4M
3
+$9.21M
4
SHW icon
Sherwin-Williams
SHW
+$8.48M
5
ABBV icon
AbbVie
ABBV
+$7.72M

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%
+8,830
460
$98K 0.02%
+4,747
461
$98K 0.02%
+1,557
462
$98K 0.02%
+1,905
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%
+1,500
472
$95K 0.02%
+3,210
473
$95K 0.02%
+5,635
474
$95K 0.02%
+228
475
$95K 0.02%
+719
17 18
19
20 21