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
476
$94K 0.02%
+775
477
$94K 0.02%
+462
478
$94K 0.02%
+1,488
479
$93K 0.02%
+5,510
480
$92K 0.02%
+1,874
481
$92K 0.02%
+2,504
482
$92K 0.02%
+1,756
483
$92K 0.02%
+503
484
$92K 0.02%
+3,925
485
$92K 0.02%
+6,108
486
$91K 0.02%
+5,526
487
$91K 0.02%
+1,544
488
$90K 0.02%
+1,311
489
$90K 0.02%
+1,250
490
$90K 0.02%
+2,772
491
$88K 0.02%
+1,335
492
$88K 0.02%
+3,695
493
$88K 0.02%
+6,230
494
$87K 0.02%
+2,515
495
$87K 0.02%
+255
496
$87K 0.02%
+4,192
497
$86K 0.02%
+2,440
498
$86K 0.02%
+2,060
499
$86K 0.02%
+1,655
500
$86K 0.02%
+1,900
18 19
20
21 22