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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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.4M
3
+$5.99M
4
DG icon
Dollar General
DG
+$5.63M
5
SWKS icon
Skyworks Solutions
SWKS
+$5.14M

Top Sells

1
+$7.91M
2
+$7.43M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$5.4M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.4M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-9,274
502
– –
-7,940
503
– –
-3,814
504
– –
-52,930
505
– –
-1,376
506
– –
-3,799
507
– –
-2,123
508
– –
-1,272
509
– –
-3,555
510
– –
-2,929
511
– –
-4,569
512
– –
-2,733
513
– –
-1,268
514
– –
-9,228
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