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
$492M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$7.26M
3
+$6.97M
4
BDX icon
Becton Dickinson
BDX
+$1.65M
5
ABBV icon
AbbVie
ABBV
+$1.58M

Top Sells

1
+$9.87M
2
+$8.28M
3
+$6.16M
4
WDC icon
Western Digital
WDC
+$5.08M
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
26
$4.71M 0.96%
28,427
+1,585
27
$4.69M 0.95%
123,769
28
$4.62M 0.94%
125,254
-2,008
29
$4.53M 0.92%
54,540
+3,582
30
$4.04M 0.82%
19,896
-447
31
$3.93M 0.8%
27,889
+2,229
32
$3.79M 0.77%
2,030
+2
33
$3.34M 0.68%
1,285
-630
34
$3.1M 0.63%
19,950
-1,097
35
$3.07M 0.62%
55,740
+4,280
36
$3.03M 0.61%
60,200
-10,560
37
$2.96M 0.6%
27,092
+4,846
38
$2.95M 0.6%
22,607
-10,908
39
$2.94M 0.6%
42,441
-4,397
40
$2.89M 0.59%
39,561
+4,130
41
$2.78M 0.57%
15,586
+7,003
42
$2.67M 0.54%
4,034
-267
43
$2.6M 0.53%
41,874
+4,472
44
$2.57M 0.52%
64,990
-4,890
45
$2.5M 0.51%
43,081
-69
46
$2.48M 0.5%
143,510
-10,950
47
$2.44M 0.5%
51,288
-912
48
$2.44M 0.5%
11,243
-626
49
$2.38M 0.48%
48,582
-47,306
50
$2.29M 0.46%
147,625
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