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
$492M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$7.26M
3
+$6.97M
4
BDX icon
Becton Dickinson
BDX
+$1.65M
5
ABBV icon
AbbVie
ABBV
+$1.58M

Top Sells

1
+$9.87M
2
+$8.28M
3
+$6.16M
4
WDC icon
Western Digital
WDC
+$5.08M
5
MDP
Meredith Corporation
MDP
+$3.37M

Sector Composition

1 Technology 22.64%
2 Healthcare 13.39%
3 Financials 12.41%
4 Consumer Discretionary 9.76%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.46%
59,711
-4,598
52
$2.22M 0.45%
30,157
+17,781
53
$2.21M 0.45%
59,430
-30,550
54
$2.21M 0.45%
28,536
+3,644
55
$2.12M 0.43%
26,533
+19,766
56
$2.11M 0.43%
8,621
-524
57
$2.1M 0.43%
18,610
-409
58
$2.1M 0.43%
22,235
+5,935
59
$2.07M 0.42%
12,602
+154
60
$1.99M 0.4%
81,664
+18,358
61
$1.97M 0.4%
10,755
+387
62
$1.96M 0.4%
25,414
+4,641
63
$1.96M 0.4%
20,100
-11,685
64
$1.94M 0.39%
21,537
+702
65
$1.88M 0.38%
18,680
-486
66
$1.86M 0.38%
34,630
-1,164
67
$1.85M 0.38%
13,325
-1,601
68
$1.85M 0.37%
15,401
-1,152
69
$1.84M 0.37%
35,868
-3,759
70
$1.81M 0.37%
70,316
+9,980
71
$1.77M 0.36%
78,484
+1,296
72
$1.68M 0.34%
7,076
+6,949
73
$1.67M 0.34%
23,757
-1,458
74
$1.64M 0.33%
74,030
+5,230
75
$1.63M 0.33%
24,006
-12,849
1 2
3
4 5