MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
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
726
$25K 0.01%
+1,341
727
$25K 0.01%
+88
728
$25K 0.01%
+400
729
$25K 0.01%
+225
730
$24K 0.01%
+216
731
$24K 0.01%
+582
732
$24K 0.01%
+4,930
733
$24K 0.01%
+2,372
734
$24K 0.01%
+211
735
$24K 0.01%
+369
736
$24K 0.01%
+879
737
$24K 0.01%
+125
738
$24K 0.01%
+96
739
$23K ﹤0.01%
+1,087
740
$23K ﹤0.01%
+298
741
$23K ﹤0.01%
+345
742
$23K ﹤0.01%
+512
743
$23K ﹤0.01%
+168
744
$23K ﹤0.01%
+158
745
$23K ﹤0.01%
+859
746
$23K ﹤0.01%
+546
747
$22K ﹤0.01%
+316
748
$22K ﹤0.01%
+341
749
$22K ﹤0.01%
+1,406
750
$22K ﹤0.01%
+805
28 29
30
31 32