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
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
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+16
914
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+12
915
$1K ﹤0.01%
+14
916
$1K ﹤0.01%
+8
917
$1K ﹤0.01%
+38
918
$1K ﹤0.01%
+12
919
$1K ﹤0.01%
+10
920
$1K ﹤0.01%
+20
921
$1K ﹤0.01%
+20
922
$1K ﹤0.01%
+16
923
$1K ﹤0.01%
+50
924
$1K ﹤0.01%
+15
925
$1K ﹤0.01%
+7
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