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
$752M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.7M
3
+$1.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.15M
5
AFL icon
Aflac
AFL
+$997K

Top Sells

1
+$5.67M
2
+$1.19M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.1M
5
PG icon
Procter & Gamble
PG
+$1.08M

Sector Composition

1 Technology 28.89%
2 Healthcare 12.25%
3 Financials 10.3%
4 Consumer Discretionary 6.99%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$699K 0.09%
18,800
+40
227
$695K 0.09%
19,415
+64
228
$683K 0.09%
8,232
-110
229
$682K 0.09%
6,866
-363
230
$676K 0.09%
9,939
+2,491
231
$674K 0.09%
9,454
+44
232
$665K 0.09%
10,499
-3,806
233
$655K 0.09%
7,153
-208
234
$654K 0.09%
37,384
-89
235
$652K 0.09%
76,678
+3,732
236
$643K 0.09%
11,847
+51
237
$643K 0.09%
261,317
+23,090
238
$630K 0.08%
8,966
-62
239
$623K 0.08%
15,420
+132
240
$622K 0.08%
15,449
-12,278
241
$619K 0.08%
3,144
-24
242
$618K 0.08%
4,564
+15
243
$615K 0.08%
1,172
+10
244
$602K 0.08%
2,446
+9
245
$602K 0.08%
9,724
-494
246
$601K 0.08%
8,913
+1,285
247
$596K 0.08%
5,812
+736
248
$591K 0.08%
7,268
+4,434
249
$587K 0.08%
8,900
+44
250
$584K 0.08%
3,074
-47
8 9
10
11 12