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
576
$62K 0.01%
+1,144
577
$62K 0.01%
+851
578
$61K 0.01%
+5,595
579
$61K 0.01%
+321
580
$61K 0.01%
+353
581
$61K 0.01%
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582
$60K 0.01%
+87
583
$60K 0.01%
+905
584
$60K 0.01%
+239
585
$59K 0.01%
+1,978
586
$59K 0.01%
+3,697
587
$59K 0.01%
+344
588
$59K 0.01%
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589
$58K 0.01%
+3,882
590
$58K 0.01%
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591
$58K 0.01%
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592
$58K 0.01%
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593
$57K 0.01%
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594
$55K 0.01%
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595
$55K 0.01%
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596
$55K 0.01%
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597
$54K 0.01%
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$54K 0.01%
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599
$54K 0.01%
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600
$54K 0.01%
+599
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