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
$492M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$7.26M
3
+$6.97M
4
BDX icon
Becton Dickinson
BDX
+$1.65M
5
ABBV icon
AbbVie
ABBV
+$1.58M

Top Sells

1
+$9.87M
2
+$8.28M
3
+$6.16M
4
WDC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-561
877
– –
-460
878
– –
-2,331
879
– –
-58
880
– –
-115
881
– –
-201
882
– –
-1,821
883
– –
-2,021
884
– –
-5,931
885
– –
-557
886
– –
-1,225
887
– –
-4,043
888
– –
-3,206
889
– –
-135
890
– –
-1,769
891
– –
-175
892
– –
-1,266
893
– –
-3,013
894
– –
-89
895
– –
-399
896
– –
-1,188
897
– –
-2,379
898
– –
-169
899
– –
-209
900
– –
-75
34 35
36
37 38