MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
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
701
$31K 0.01%
+129
702
$31K 0.01%
+260
703
$31K 0.01%
+193
704
$31K 0.01%
+282
705
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+294
706
$30K 0.01%
+230
707
$30K 0.01%
+945
708
$30K 0.01%
+351
709
$30K 0.01%
+574
710
$30K 0.01%
+87
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%
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716
$28K 0.01%
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717
$28K 0.01%
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718
$27K 0.01%
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719
$27K 0.01%
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720
$27K 0.01%
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$27K 0.01%
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$27K 0.01%
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723
$26K 0.01%
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724
$26K 0.01%
+529
725
$26K 0.01%
+150
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