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
751
$22K ﹤0.01%
+341
752
$22K ﹤0.01%
+316
753
$22K ﹤0.01%
+374
754
$21K ﹤0.01%
+85
755
$21K ﹤0.01%
+3,000
756
$21K ﹤0.01%
+1,140
757
$21K ﹤0.01%
+882
758
$21K ﹤0.01%
+839
759
$21K ﹤0.01%
+533
760
$20K ﹤0.01%
+1,062
761
$20K ﹤0.01%
+237
762
$20K ﹤0.01%
+199
763
$20K ﹤0.01%
+269
764
$20K ﹤0.01%
+200
765
$20K ﹤0.01%
+619
766
$20K ﹤0.01%
+331
767
$20K ﹤0.01%
+1,164
768
$20K ﹤0.01%
+535
769
$20K ﹤0.01%
+786
770
$20K ﹤0.01%
+930
771
$20K ﹤0.01%
+2,022
772
$19K ﹤0.01%
+713
773
$19K ﹤0.01%
+517
774
$19K ﹤0.01%
+1,663
775
$19K ﹤0.01%
+140
29 30
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