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
$559M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.95M
3
+$1.62M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.56M
5
VIAB
Viacom Inc. Class B
VIAB
+$1.53M

Top Sells

1
+$20.6M
2
+$8.7M
3
+$6.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Sector Composition

1 Technology 24.17%
2 Healthcare 14.12%
3 Financials 11.64%
4 Communication Services 9.73%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$348K 0.06%
3,928
+269
252
$338K 0.06%
3,257
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254
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256
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257
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258
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11,055
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275
$273K 0.05%
22,728
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9 10
11
12 13