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
$712M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.08M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.77M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M

Top Sells

1
+$8.03M
2
+$5.19M
3
+$5.11M
4
GWW icon
W.W. Grainger
GWW
+$5.05M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 29.7%
2 Healthcare 11.94%
3 Consumer Discretionary 9.37%
4 Financials 9.12%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$634K 0.09%
+8,773
227
$630K 0.09%
+3,332
228
$626K 0.09%
+5,296
229
$619K 0.09%
12,918
-12
230
$612K 0.09%
+1,625
231
$603K 0.08%
2,867
-155
232
$601K 0.08%
7,661
-260
233
$595K 0.08%
8,382
+151
234
$582K 0.08%
9,518
-1,099
235
$574K 0.08%
3,778
-528
236
$572K 0.08%
9,121
+2,457
237
$565K 0.08%
25,108
+325
238
$564K 0.08%
2,791
+51
239
$564K 0.08%
7,807
-7,700
240
$560K 0.08%
2,424
-208
241
$548K 0.08%
1,442
+506
242
$543K 0.08%
5,640
-263
243
$540K 0.08%
3,693
+165
244
$540K 0.08%
4,575
-186
245
$536K 0.08%
10,670
-39
246
$535K 0.08%
11,489
-108
247
$532K 0.07%
449
+30
248
$527K 0.07%
3,282
-1,444
249
$524K 0.07%
3,232
-53
250
$523K 0.07%
1,943
-79
8 9
10
11 12