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
251
$693K 0.08%
+13,217
252
$692K 0.08%
11,358
+4,982
253
$687K 0.08%
+19,953
254
$685K 0.08%
8,274
+1,573
255
$682K 0.08%
3,981
-2,336
256
$675K 0.08%
+14,404
257
$670K 0.08%
+11,107
258
$666K 0.07%
6,180
-66,303
259
$662K 0.07%
8,071
+4,641
260
$653K 0.07%
4,455
-3,688
261
$652K 0.07%
2,551
-250
262
$644K 0.07%
5,346
+2,586
263
$641K 0.07%
22,412
-3,589
264
$619K 0.07%
+2,999
265
$611K 0.07%
+6,287
266
$607K 0.07%
3,037
-2,433
267
$607K 0.07%
4,308
+115
268
$598K 0.07%
16,806
+10,001
269
$597K 0.07%
10,373
-4,215
270
$596K 0.07%
1,673
-682
271
$591K 0.07%
13,057
+5,452
272
$591K 0.07%
2,892
+293
273
$587K 0.07%
2,308
-83
274
$586K 0.07%
5,787
-721
275
$581K 0.07%
2,077
-145
9 10
11
12 13