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
501
$85K 0.02%
+800
502
$85K 0.02%
+1,219
503
$85K 0.02%
+4,340
504
$84K 0.02%
+2,638
505
$83K 0.02%
+664
506
$83K 0.02%
+6,753
507
$83K 0.02%
+2,818
508
$82K 0.02%
+1,048
509
$82K 0.02%
+1,756
510
$82K 0.02%
+1,727
511
$82K 0.02%
+3,770
512
$82K 0.02%
+840
513
$82K 0.02%
+1,850
514
$81K 0.02%
+2,100
515
$81K 0.02%
+1,810
516
$80K 0.02%
+2,430
517
$80K 0.02%
+1,525
518
$79K 0.02%
+3,430
519
$79K 0.02%
+5,590
520
$79K 0.02%
+421
521
$79K 0.02%
+2,341
522
$78K 0.02%
+1,796
523
$78K 0.02%
+1,730
524
$78K 0.02%
+1,803
525
$78K 0.02%
+2,695
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