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
276
$272K 0.05%
6,437
-50
277
$271K 0.05%
+10,472
278
$254K 0.05%
+2,635
279
$253K 0.05%
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-263
280
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281
$251K 0.04%
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282
$244K 0.04%
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283
$243K 0.04%
20,404
-21,302
284
$242K 0.04%
15,559
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285
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286
$234K 0.04%
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287
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288
$227K 0.04%
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289
$227K 0.04%
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290
$223K 0.04%
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291
$220K 0.04%
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-2,035
292
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293
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294
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295
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296
$194K 0.03%
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297
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+43,728
298
$186K 0.03%
8,233
299
$136K 0.02%
10,977
-561
300
$129K 0.02%
11,088
10 11
12
13 14