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
$944M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.37M
3
+$3.54M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.46M
5
CVX icon
Chevron
CVX
+$1.44M

Top Sells

1
+$8.52M
2
+$8M
3
+$6.89M
4
ALC icon
Alcon
ALC
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Sector Composition

1 Technology 31.54%
2 Financials 9.65%
3 Healthcare 9.16%
4 Consumer Discretionary 6.57%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$731K 0.08%
15,016
+19
252
$721K 0.08%
12,747
+3,876
253
$718K 0.08%
8,117
+523
254
$714K 0.08%
23,568
+7,910
255
$714K 0.08%
14,616
+1,559
256
$712K 0.08%
4,252
-1,040
257
$702K 0.07%
4,041
+60
258
$700K 0.07%
2,493
-58
259
$696K 0.07%
4,043
-2,309
260
$696K 0.07%
3,084
+47
261
$695K 0.07%
10,010
262
$692K 0.07%
5,238
+2,689
263
$691K 0.07%
19,208
+2,271
264
$689K 0.07%
7,037
-552
265
$685K 0.07%
8,134
+1,018
266
$682K 0.07%
+9,225
267
$673K 0.07%
7,640
-4,767
268
$672K 0.07%
11,729
+622
269
$664K 0.07%
13,884
-520
270
$663K 0.07%
2,936
-63
271
$659K 0.07%
5,605
+1,555
272
$654K 0.07%
6,315
+1,140
273
$648K 0.07%
5,138
-15,605
274
$638K 0.07%
1,387
-85
275
$638K 0.07%
74,138
+2,108
9 10
11
12 13