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
76
$1.61M 0.34%
+34,458
77
$1.6M 0.34%
+20,196
78
$1.59M 0.34%
+64,750
79
$1.57M 0.34%
+12,224
80
$1.52M 0.33%
+18,625
81
$1.49M 0.32%
+19,392
82
$1.43M 0.31%
+11,890
83
$1.41M 0.3%
+28,700
84
$1.39M 0.3%
+15,238
85
$1.39M 0.3%
+21,193
86
$1.38M 0.3%
+9,093
87
$1.36M 0.29%
+13,457
88
$1.35M 0.29%
+8,498
89
$1.32M 0.28%
+28,296
90
$1.28M 0.27%
+9,383
91
$1.26M 0.27%
+22,682
92
$1.23M 0.26%
+10,916
93
$1.21M 0.26%
+42,701
94
$1.21M 0.26%
+16,262
95
$1.2M 0.26%
+10,857
96
$1.16M 0.25%
+4,388
97
$1.14M 0.25%
+33,950
98
$1.13M 0.24%
+37,631
99
$1.12M 0.24%
+15,817
100
$1.04M 0.22%
+21,695
2 3
4
5 6