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
851
$9K ﹤0.01%
+122
852
$9K ﹤0.01%
+63
853
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+168
854
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855
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856
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857
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858
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+100
859
$9K ﹤0.01%
+550
860
$9K ﹤0.01%
+77
861
$9K ﹤0.01%
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862
$9K ﹤0.01%
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863
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864
$9K ﹤0.01%
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865
$9K ﹤0.01%
+166
866
$9K ﹤0.01%
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867
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868
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869
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+443
870
$8K ﹤0.01%
+114
871
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+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