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MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$5.97M
3
+$3.45M
4
AAP icon
Advance Auto Parts
AAP
+$2.07M
5
CVX icon
Chevron
CVX
+$1.46M

Top Sells

1
+$7.65M
2
+$7.51M
3
+$6.89M
4
ALC icon
Alcon
ALC
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.2M

Sector Composition

1 Technology 31.54%
2 Financials 9.65%
3 Healthcare 9.16%
4 Consumer Discretionary 6.57%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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504
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505
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506
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507
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508
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509
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510
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511
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513
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515
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516
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522
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