MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Return
17.56%
This Quarter Return
-14.29%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$492M
AUM Growth
-$80.3M
(-14%)
Cap. Flow
-$55.8M
Cap. Flow
% of AUM
-11.33%
Top 10 Holdings %
Top 10 Hldgs %
25.29%
Holding
958
New
11
Increased
125
Reduced
158
Closed
654
Top Buys
| 1 |
Intel
INTC
|
$7.27M |
| 2 |
General Mills
GIS
|
$7.26M |
| 3 |
TE Connectivity
TEL
|
$6.97M |
| 4 |
Becton Dickinson
BDX
|
$1.65M |
| 5 |
AbbVie
ABBV
|
$1.58M |
Top Sells
| 1 |
Apple
AAPL
|
$9.87M |
| 2 |
JNPR
Juniper Networks
JNPR
|
$8.28M |
| 3 |
Invesco
IVZ
|
$6.16M |
| 4 |
Western Digital
WDC
|
$5.08M |
| 5 |
MDP
Meredith Corporation
MDP
|
$3.37M |
Sector Composition
| 1 | Technology | 22.64% |
| 2 | Healthcare | 13.39% |
| 3 | Financials | 12.41% |
| 4 | Consumer Discretionary | 9.76% |
| 5 | Communication Services | 6.98% |
