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
826
$12K ﹤0.01%
+59
827
$12K ﹤0.01%
+200
828
$12K ﹤0.01%
+60
829
$11K ﹤0.01%
+468
830
$11K ﹤0.01%
+139
831
$11K ﹤0.01%
+156
832
$11K ﹤0.01%
+1,021
833
$11K ﹤0.01%
+432
834
$11K ﹤0.01%
+636
835
$10K ﹤0.01%
+107
836
$10K ﹤0.01%
+367
837
$10K ﹤0.01%
+172
838
$10K ﹤0.01%
+270
839
$10K ﹤0.01%
+165
840
$10K ﹤0.01%
+89
841
$10K ﹤0.01%
+777
842
$10K ﹤0.01%
+212
843
$10K ﹤0.01%
+292
844
$9K ﹤0.01%
+188
845
$9K ﹤0.01%
+512
846
$9K ﹤0.01%
+209
847
$9K ﹤0.01%
+994
848
$9K ﹤0.01%
+273
849
$9K ﹤0.01%
+66
850
$9K ﹤0.01%
+75
32 33
34
35 36