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
101
$1.15M 0.23%
23,876
+21,274
102
$1.15M 0.23%
22,701
+7,463
103
$1.14M 0.23%
7,951
+367
104
$1.1M 0.22%
20,390
-6,376
105
$1.08M 0.22%
57,475
-4,115
106
$1.08M 0.22%
4,201
-644
107
$1.08M 0.22%
14,713
-4,385
108
$1.08M 0.22%
21,175
+806
109
$1.07M 0.22%
7,081
-12,315
110
$1.05M 0.21%
10,655
+427
111
$1.04M 0.21%
3,072
-98
112
$1.02M 0.21%
29,107
-14,186
113
$994K 0.2%
64,244
-99,864
114
$976K 0.2%
+18,258
115
$970K 0.2%
20,691
+201
116
$954K 0.19%
14,864
-3,383
117
$948K 0.19%
25,536
-1,779
118
$943K 0.19%
2,728
-267
119
$935K 0.19%
10,375
-113
120
$930K 0.19%
8,418
-775
121
$907K 0.18%
12,959
-40,485
122
$892K 0.18%
9,954
+414
123
$892K 0.18%
73,442
+6,266
124
$873K 0.18%
28,255
-658
125
$871K 0.18%
8,859
+3,288
3 4
5
6 7