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
$920M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$2.77M
3
+$2.4M
4
FERG icon
Ferguson
FERG
+$1.99M
5
IBM icon
IBM
IBM
+$1.52M

Top Sells

1
+$7.14M
2
+$5.3M
3
+$3.34M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.81M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.29M

Sector Composition

1 Technology 31.63%
2 Healthcare 10.88%
3 Financials 9.7%
4 Communication Services 7.54%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$701K 0.08%
15,388
+3,158
252
$697K 0.08%
6,847
+185
253
$696K 0.08%
17,385
+2,676
254
$693K 0.08%
+23,700
255
$691K 0.08%
2,794
+93
256
$688K 0.07%
+5,041
257
$683K 0.07%
2,851
-379
258
$679K 0.07%
2,591
+35
259
$677K 0.07%
8,670
+480
260
$670K 0.07%
9,003
+705
261
$669K 0.07%
8,138
+22
262
$669K 0.07%
12,915
263
$662K 0.07%
1,697
-143
264
$660K 0.07%
6,016
+1,953
265
$656K 0.07%
8,915
+571
266
$653K 0.07%
7,740
+495
267
$651K 0.07%
7,380
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268
$645K 0.07%
3,273
+76
269
$642K 0.07%
986
+47
270
$633K 0.07%
9,964
-709
271
$629K 0.07%
4,676
+1,621
272
$628K 0.07%
7,665
+1,308
273
$625K 0.07%
17,511
+7,109
274
$624K 0.07%
7,293
-983
275
$618K 0.07%
4,680
-27
9 10
11
12 13