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
276
$628K 0.07%
9,944
+647
277
$622K 0.07%
3,233
-48
278
$621K 0.07%
6,581
-1,693
279
$608K 0.06%
33,345
+505
280
$600K 0.06%
2,271
+3
281
$594K 0.06%
2,762
+227
282
$588K 0.06%
1,971
-106
283
$585K 0.06%
9,285
-252
284
$578K 0.06%
7,923
-236
285
$577K 0.06%
8,907
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286
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7,883
-24
287
$574K 0.06%
4,616
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288
$571K 0.06%
19,370
+9,202
289
$568K 0.06%
1,868
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290
$562K 0.06%
14,388
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291
$558K 0.06%
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292
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293
$546K 0.06%
12,857
-1,545
294
$545K 0.06%
32,096
+3,168
295
$540K 0.06%
4,141
-167
296
$532K 0.06%
9,838
+73
297
$532K 0.06%
3,839
-77
298
$522K 0.06%
15,720
+2,961
299
$521K 0.06%
2,085
-223
300
$520K 0.06%
11,837
-7,981
10 11
12
13 14