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
526
$77K 0.02%
+3,410
527
$77K 0.02%
+1,480
528
$77K 0.02%
+1,683
529
$77K 0.02%
+1,038
530
$76K 0.02%
+2,424
531
$76K 0.02%
+2,585
532
$76K 0.02%
+2,995
533
$76K 0.02%
+4,870
534
$76K 0.02%
+1,393
535
$74K 0.02%
+11,169
536
$74K 0.02%
+848
537
$73K 0.02%
+451
538
$73K 0.02%
+454
539
$73K 0.02%
+2,130
540
$72K 0.02%
+683
541
$72K 0.02%
+579
542
$72K 0.02%
+1,670
543
$71K 0.02%
+679
544
$71K 0.02%
+2,540
545
$71K 0.02%
+1,410
546
$71K 0.02%
+1,178
547
$71K 0.02%
+976
548
$71K 0.02%
+513
549
$70K 0.02%
+646
550
$70K 0.02%
+2,456
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