MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$11.9M
2
+$10.4M
3
+$9.21M
4
SHW icon
Sherwin-Williams
SHW
+$8.48M
5
ABBV icon
AbbVie
ABBV
+$7.72M

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
626
$46K 0.01%
+200
627
$46K 0.01%
+7,888
628
$45K 0.01%
+654
629
$45K 0.01%
+588
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$44K 0.01%
+879
631
$44K 0.01%
+2,180
632
$44K 0.01%
+1,103
633
$44K 0.01%
+2,413
634
$43K 0.01%
+984
635
$43K 0.01%
+802
636
$43K 0.01%
+249
637
$43K 0.01%
+1,588
638
$43K 0.01%
+510
639
$43K 0.01%
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640
$42K 0.01%
+400
641
$42K 0.01%
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642
$42K 0.01%
+7,200
643
$42K 0.01%
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644
$42K 0.01%
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645
$42K 0.01%
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646
$42K 0.01%
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647
$41K 0.01%
+344
648
$41K 0.01%
+7,409
649
$41K 0.01%
+1,410
650
$41K 0.01%
+1,147
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