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
126
$808K 0.16%
114,295
+46,909
127
$805K 0.16%
16,917
-1,539
128
$776K 0.16%
5,227
-304
129
$772K 0.16%
26,853
-2,852
130
$763K 0.15%
6,818
-711
131
$756K 0.15%
6,940
+1,779
132
$748K 0.15%
27,140
-2,650
133
$738K 0.15%
4,037
+206
134
$709K 0.14%
10,930
-3,686
135
$708K 0.14%
23,420
-1,249
136
$705K 0.14%
18,238
-638
137
$702K 0.14%
6,899
-703
138
$701K 0.14%
5,921
-448
139
$691K 0.14%
17,887
+1,086
140
$675K 0.14%
6,963
-100
141
$670K 0.14%
10,599
-2,409
142
$651K 0.13%
2,154
-955
143
$648K 0.13%
11,406
+2,248
144
$638K 0.13%
6,782
-307
145
$627K 0.13%
7,248
-220
146
$606K 0.12%
11,401
-667
147
$602K 0.12%
5,025
+3
148
$595K 0.12%
20,938
-4,836
149
$592K 0.12%
3,439
-340
150
$591K 0.12%
16,277
-186
4 5
6
7 8