We are live on ! Find out more
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
$492M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$6.97M
3
+$6.71M
4
LUMN icon
Lumen
LUMN
+$1.84M
5
ABBV icon
AbbVie
ABBV
+$1.74M

Top Sells

1
+$11.3M
2
+$8.28M
3
+$6.16M
4
WDC icon
Western Digital
WDC
+$5.18M
5
MDP
Meredith Corporation
MDP
+$3.37M

Sector Composition

1 Technology 22.64%
2 Healthcare 13.39%
3 Financials 12.41%
4 Consumer Discretionary 9.76%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-2,330
577
– –
-176
578
– –
-447
579
– –
-100
580
– –
-1,799
581
– –
-209
582
– –
-37
583
– –
-1,704
584
– –
-1,258
585
– –
-270
586
– –
-3,145
587
– –
-3,087
588
– –
-26,189
589
– –
-1,517
590
– –
-4,467
591
– –
-2,004
592
– –
-408
593
– –
-1,110
594
– –
-2,619
595
– –
-228
596
– –
-60
597
– –
-255
598
– –
-2,109
599
– –
-646
600
– –
-1,499
22 23
24
25 26