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
651
$41K 0.01%
+474
652
$41K 0.01%
+1,230
653
$41K 0.01%
+1,342
654
$41K 0.01%
+485
655
$41K 0.01%
+1,474
656
$41K 0.01%
+707
657
$40K 0.01%
+933
658
$40K 0.01%
+1,266
659
$40K 0.01%
+293
660
$40K 0.01%
+2,103
661
$40K 0.01%
+238
662
$40K 0.01%
+935
663
$40K 0.01%
+2,353
664
$40K 0.01%
+361
665
$39K 0.01%
+1,290
666
$39K 0.01%
+1,700
667
$39K 0.01%
+1,276
668
$39K 0.01%
+1,675
669
$38K 0.01%
+2,761
670
$38K 0.01%
+336
671
$38K 0.01%
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672
$38K 0.01%
+2,103
673
$38K 0.01%
+762
674
$37K 0.01%
+574
675
$37K 0.01%
+660
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