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
551
$70K 0.02%
+5,652
552
$69K 0.01%
+1,650
553
$69K 0.01%
+2,299
554
$69K 0.01%
+1,184
555
$69K 0.01%
+837
556
$68K 0.01%
+7,372
557
$68K 0.01%
+1,203
558
$68K 0.01%
+650
559
$67K 0.01%
+5,366
560
$67K 0.01%
+1,500
561
$67K 0.01%
+400
562
$67K 0.01%
+1,790
563
$66K 0.01%
+243
564
$66K 0.01%
+1,170
565
$65K 0.01%
+238
566
$65K 0.01%
+2,512
567
$65K 0.01%
+1,515
568
$65K 0.01%
+3,168
569
$64K 0.01%
+767
570
$64K 0.01%
+2,718
571
$64K 0.01%
+2,219
572
$63K 0.01%
+5,608
573
$63K 0.01%
+3,908
574
$62K 0.01%
+548
575
$62K 0.01%
+3,527
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