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
701
$31K 0.01%
+129
702
$31K 0.01%
+260
703
$31K 0.01%
+193
704
$31K 0.01%
+282
705
$31K 0.01%
+294
706
$30K 0.01%
+945
707
$30K 0.01%
+351
708
$30K 0.01%
+574
709
$30K 0.01%
+87
710
$30K 0.01%
+230
711
$29K 0.01%
+3,238
712
$29K 0.01%
+1,408
713
$29K 0.01%
+752
714
$29K 0.01%
+1,190
715
$28K 0.01%
+780
716
$28K 0.01%
+558
717
$28K 0.01%
+251
718
$27K 0.01%
+331
719
$27K 0.01%
+1,462
720
$27K 0.01%
+665
721
$27K 0.01%
+1,344
722
$27K 0.01%
+134
723
$26K 0.01%
+150
724
$26K 0.01%
+163
725
$26K 0.01%
+529
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