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
76
$1.63M 0.33%
41,152
-11,455
77
$1.61M 0.33%
43,869
-766
78
$1.6M 0.32%
9,534
-330
79
$1.57M 0.32%
16,120
+11,341
80
$1.55M 0.31%
9,093
81
$1.54M 0.31%
12,785
-593
82
$1.53M 0.31%
11,592
-1,631
83
$1.53M 0.31%
39,346
-742
84
$1.49M 0.3%
32,900
+6,266
85
$1.49M 0.3%
20,079
+280
86
$1.46M 0.3%
7,533
-65
87
$1.41M 0.29%
19,219
+3,524
88
$1.4M 0.28%
144,710
+74,080
89
$1.39M 0.28%
10,983
+218
90
$1.39M 0.28%
16,098
+15,588
91
$1.31M 0.27%
22,746
-3,291
92
$1.31M 0.27%
24,336
+8,021
93
$1.3M 0.27%
14,081
-1,741
94
$1.3M 0.26%
19,119
+1,902
95
$1.29M 0.26%
13,756
-86
96
$1.27M 0.26%
11,797
+438
97
$1.23M 0.25%
11,639
-3,588
98
$1.22M 0.25%
4,517
+231
99
$1.19M 0.24%
7,405
-3,910
100
$1.17M 0.24%
26,082
+3,247
2 3
4
5 6