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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$828K 0.09%
6,369
-464
227
$826K 0.09%
37,352
-32
228
$826K 0.09%
5,079
+296
229
$826K 0.09%
8,559
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230
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8,815
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231
$817K 0.09%
8,082
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232
$812K 0.09%
9,311
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233
$810K 0.09%
9,468
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234
$806K 0.09%
+8,206
235
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18,557
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236
$795K 0.09%
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237
$785K 0.09%
+5,060
238
$771K 0.09%
18,585
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239
$765K 0.09%
8,192
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240
$756K 0.08%
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242
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243
$725K 0.08%
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244
$723K 0.08%
21,090
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245
$711K 0.08%
3,194
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246
$707K 0.08%
10,010
247
$706K 0.08%
3,500
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248
$699K 0.08%
7,594
-6,574
249
$696K 0.08%
1,472
-621
250
$694K 0.08%
+6,952
8 9
10
11 12