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
601
$53K 0.01%
+362
602
$53K 0.01%
+1,152
603
$53K 0.01%
+2,510
604
$53K 0.01%
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605
$53K 0.01%
+1,530
606
$53K 0.01%
+3,328
607
$52K 0.01%
+1,308
608
$52K 0.01%
+1,034
609
$52K 0.01%
+700
610
$51K 0.01%
+1,231
611
$51K 0.01%
+2,285
612
$51K 0.01%
+1,256
613
$51K 0.01%
+4,565
614
$50K 0.01%
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615
$50K 0.01%
+1,450
616
$50K 0.01%
+1,025
617
$50K 0.01%
+2,480
618
$48K 0.01%
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619
$48K 0.01%
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620
$48K 0.01%
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622
$48K 0.01%
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623
$48K 0.01%
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624
$47K 0.01%
+1,056
625
$47K 0.01%
+797
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