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
801
$16K ﹤0.01%
+572
802
$16K ﹤0.01%
+998
803
$15K ﹤0.01%
+400
804
$15K ﹤0.01%
+86
805
$15K ﹤0.01%
+82
806
$15K ﹤0.01%
+130
807
$15K ﹤0.01%
+1,180
808
$15K ﹤0.01%
+182
809
$15K ﹤0.01%
+64
810
$15K ﹤0.01%
+252
811
$15K ﹤0.01%
+557
812
$15K ﹤0.01%
+194
813
$15K ﹤0.01%
+387
814
$14K ﹤0.01%
+220
815
$14K ﹤0.01%
+194
816
$14K ﹤0.01%
+260
817
$14K ﹤0.01%
+396
818
$13K ﹤0.01%
+95
819
$13K ﹤0.01%
+61
820
$13K ﹤0.01%
+544
821
$13K ﹤0.01%
+1,031
822
$13K ﹤0.01%
+100
823
$13K ﹤0.01%
+336
824
$12K ﹤0.01%
+470
825
$12K ﹤0.01%
+56
31 32
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34 35