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
751
$22K ﹤0.01%
+374
752
$22K ﹤0.01%
+2,012
753
$22K ﹤0.01%
+345
754
$21K ﹤0.01%
+533
755
$21K ﹤0.01%
+839
756
$21K ﹤0.01%
+882
757
$21K ﹤0.01%
+1,140
758
$21K ﹤0.01%
+3,000
759
$21K ﹤0.01%
+85
760
$20K ﹤0.01%
+2,022
761
$20K ﹤0.01%
+930
762
$20K ﹤0.01%
+786
763
$20K ﹤0.01%
+535
764
$20K ﹤0.01%
+1,164
765
$20K ﹤0.01%
+331
766
$20K ﹤0.01%
+619
767
$20K ﹤0.01%
+200
768
$20K ﹤0.01%
+269
769
$20K ﹤0.01%
+199
770
$20K ﹤0.01%
+237
771
$20K ﹤0.01%
+1,062
772
$19K ﹤0.01%
+237
773
$19K ﹤0.01%
+553
774
$19K ﹤0.01%
+365
775
$19K ﹤0.01%
+624
29 30
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32 33