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
176
$491K 0.1%
159,056
+107,170
177
$489K 0.1%
15,798
+7,966
178
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2,875
-396
179
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18,224
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180
$481K 0.1%
4,868
-125
181
$479K 0.1%
39,039
+27,326
182
$477K 0.1%
4,091
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183
$476K 0.1%
11,918
+4,493
184
$473K 0.1%
8,438
185
$471K 0.1%
+6,041
186
$468K 0.1%
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187
$467K 0.09%
16,143
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188
$467K 0.09%
8,696
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189
$464K 0.09%
4,407
-396
190
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14,008
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191
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9,201
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193
$454K 0.09%
9,400
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194
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195
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3,467
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196
$452K 0.09%
1,120
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197
$448K 0.09%
12,893
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198
$444K 0.09%
4,852
-120
199
$443K 0.09%
33,952
-2,192
200
$443K 0.09%
8,094
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