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
776
$19K ﹤0.01%
+140
777
$19K ﹤0.01%
+3,824
778
$19K ﹤0.01%
+901
779
$19K ﹤0.01%
+840
780
$19K ﹤0.01%
+624
781
$19K ﹤0.01%
+365
782
$19K ﹤0.01%
+237
783
$18K ﹤0.01%
+450
784
$18K ﹤0.01%
+792
785
$18K ﹤0.01%
+200
786
$18K ﹤0.01%
+700
787
$18K ﹤0.01%
+337
788
$18K ﹤0.01%
+466
789
$17K ﹤0.01%
+475
790
$17K ﹤0.01%
+373
791
$17K ﹤0.01%
+1,355
792
$17K ﹤0.01%
+142
793
$17K ﹤0.01%
+494
794
$17K ﹤0.01%
+101
795
$17K ﹤0.01%
+2,600
796
$17K ﹤0.01%
+332
797
$17K ﹤0.01%
+1,120
798
$17K ﹤0.01%
+55
799
$16K ﹤0.01%
+2,805
800
$16K ﹤0.01%
+14
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