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
51
$2.32M 0.5%
+114,148
52
$2.24M 0.48%
+12,763
53
$2.19M 0.47%
+147,625
54
$2.17M 0.46%
+20,036
55
$2.16M 0.46%
+22,779
56
$2.16M 0.46%
+74,465
57
$2.05M 0.44%
+51,904
58
$1.98M 0.42%
+83,960
59
$1.97M 0.42%
+17,917
60
$1.95M 0.42%
+14,531
61
$1.95M 0.42%
+17,883
62
$1.95M 0.42%
+55,763
63
$1.94M 0.42%
+10,583
64
$1.88M 0.4%
+16,495
65
$1.82M 0.39%
+39,725
66
$1.81M 0.39%
+16,502
67
$1.81M 0.39%
+24,222
68
$1.8M 0.39%
+9,080
69
$1.79M 0.38%
+20,088
70
$1.76M 0.38%
+63,986
71
$1.71M 0.37%
+12,466
72
$1.7M 0.36%
+78,972
73
$1.69M 0.36%
+13,685
74
$1.69M 0.36%
+14,271
75
$1.62M 0.35%
+16,913
1 2
3
4 5