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
$765M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$6.43M
3
+$5.7M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.14M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Top Sells

1
+$7.27M
2
+$5.79M
3
+$2.77M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
5
BABA icon
Alibaba
BABA
+$1.96M

Sector Composition

1 Technology 31.56%
2 Healthcare 11.25%
3 Financials 9.28%
4 Consumer Discretionary 8.72%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$415K 0.05%
2,159
-353
277
$413K 0.05%
6,342
+479
278
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+2,589
279
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280
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281
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8,399
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$393K 0.05%
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283
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284
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285
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744
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286
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287
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288
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289
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290
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291
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293
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294
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295
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296
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3,712
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297
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298
$318K 0.04%
2,695
-132
299
$317K 0.04%
6,830
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300
$317K 0.04%
5,447
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10 11
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13 14