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
876
$7K ﹤0.01%
+517
877
$7K ﹤0.01%
+827
878
$6K ﹤0.01%
+281
879
$6K ﹤0.01%
+296
880
$5K ﹤0.01%
+31
881
$5K ﹤0.01%
+135
882
$5K ﹤0.01%
+39
883
$5K ﹤0.01%
+111
884
$5K ﹤0.01%
+133
885
$5K ﹤0.01%
+50
886
$5K ﹤0.01%
+193
887
$5K ﹤0.01%
+49
888
$5K ﹤0.01%
+154
889
$4K ﹤0.01%
+55
890
$4K ﹤0.01%
+59
891
$4K ﹤0.01%
+112
892
$4K ﹤0.01%
+35
893
$4K ﹤0.01%
+79
894
$4K ﹤0.01%
+100
895
$4K ﹤0.01%
+309
896
$3K ﹤0.01%
+140
897
$3K ﹤0.01%
+46
898
$3K ﹤0.01%
+68
899
$3K ﹤0.01%
+60
900
$3K ﹤0.01%
+72
34 35
36
37 38