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
201
$441K 0.09%
2,584
-42
202
$439K 0.09%
6,890
-1,242
203
$438K 0.09%
3,478
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204
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5,332
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205
$435K 0.09%
6,096
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206
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207
$434K 0.09%
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208
$432K 0.09%
3,289
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209
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3,252
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210
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211
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16,618
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212
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213
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214
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215
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216
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13,536
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220
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221
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222
$389K 0.08%
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223
$387K 0.08%
7,413
-22,047
224
$382K 0.08%
574
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225
$380K 0.08%
34,833
-6,788
7 8
9
10 11