MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
851
$9K ﹤0.01%
+122
852
$9K ﹤0.01%
+63
853
$9K ﹤0.01%
+168
854
$9K ﹤0.01%
+200
855
$9K ﹤0.01%
+186
856
$9K ﹤0.01%
+330
857
$9K ﹤0.01%
+57
858
$9K ﹤0.01%
+100
859
$9K ﹤0.01%
+550
860
$9K ﹤0.01%
+77
861
$9K ﹤0.01%
+412
862
$9K ﹤0.01%
+269
863
$9K ﹤0.01%
+166
864
$9K ﹤0.01%
+202
865
$9K ﹤0.01%
+147
866
$9K ﹤0.01%
+81
867
$8K ﹤0.01%
+246
868
$8K ﹤0.01%
+168
869
$8K ﹤0.01%
+443
870
$8K ﹤0.01%
+114
871
$8K ﹤0.01%
+75
872
$8K ﹤0.01%
+332
873
$7K ﹤0.01%
+100
874
$7K ﹤0.01%
+130
875
$7K ﹤0.01%
+363
33 34
35
36 37