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
$752M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.7M
3
+$1.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.15M
5
AFL icon
Aflac
AFL
+$997K

Top Sells

1
+$5.67M
2
+$1.19M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.1M
5
PG icon
Procter & Gamble
PG
+$1.08M

Sector Composition

1 Technology 28.89%
2 Healthcare 12.25%
3 Financials 10.3%
4 Consumer Discretionary 6.99%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$401K 0.05%
5,798
-1,466
302
$400K 0.05%
19,869
-2,213
303
$398K 0.05%
3,652
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304
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11,071
+1,148
305
$391K 0.05%
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-532
306
$390K 0.05%
9,536
-10,265
307
$377K 0.05%
2,789
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308
$376K 0.05%
12,158
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309
$372K 0.05%
+2,811
310
$362K 0.05%
8,978
-234
311
$353K 0.05%
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312
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2,506
-2
313
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4,321
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314
$351K 0.05%
+424
315
$348K 0.05%
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316
$348K 0.05%
5,595
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317
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318
$338K 0.04%
21,973
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319
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14,132
-8,807
320
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3,097
-16
321
$336K 0.04%
5,259
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322
$334K 0.04%
4,201
-4,032
323
$332K 0.04%
21,220
324
$329K 0.04%
8,247
+255
325
$327K 0.04%
2,547
-26
11 12
13
14 15