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
901
$3K ﹤0.01%
+84
902
$2K ﹤0.01%
+23
903
$2K ﹤0.01%
+41
904
$2K ﹤0.01%
+23
905
$2K ﹤0.01%
+135
906
$2K ﹤0.01%
+50
907
$2K ﹤0.01%
+23
908
$2K ﹤0.01%
+250
909
$2K ﹤0.01%
+132
910
$2K ﹤0.01%
+34
911
$1K ﹤0.01%
+8
912
$1K ﹤0.01%
+31
913
$1K ﹤0.01%
+16
914
$1K ﹤0.01%
+12
915
$1K ﹤0.01%
+14
916
$1K ﹤0.01%
+8
917
$1K ﹤0.01%
+7
918
$1K ﹤0.01%
+38
919
$1K ﹤0.01%
+12
920
$1K ﹤0.01%
+10
921
$1K ﹤0.01%
+20
922
$1K ﹤0.01%
+20
923
$1K ﹤0.01%
+16
924
$1K ﹤0.01%
+50
925
$1K ﹤0.01%
+15
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