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
251
$578K 0.08%
+2,563
252
$578K 0.08%
13,215
-83
253
$577K 0.08%
3,767
+2,203
254
$573K 0.08%
3,216
+8
255
$572K 0.08%
6,710
+55
256
$566K 0.08%
10,010
257
$552K 0.07%
+9,083
258
$532K 0.07%
2,389
-537
259
$529K 0.07%
2,294
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260
$528K 0.07%
6,602
+724
261
$523K 0.07%
18,571
+45
262
$522K 0.07%
7,797
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263
$521K 0.07%
2,785
264
$521K 0.07%
10,335
+743
265
$517K 0.07%
2,343
-328
266
$507K 0.07%
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-50
267
$501K 0.07%
40,565
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268
$500K 0.07%
8,375
+2,311
269
$496K 0.07%
+11,308
270
$487K 0.06%
4,684
-960
271
$480K 0.06%
87,314
+994
272
$478K 0.06%
+2,698
273
$476K 0.06%
2,968
-695
274
$471K 0.06%
795
+147
275
$469K 0.06%
6,653
+2,258
9 10
11
12 13