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
301
$508K 0.05%
3,855
-6,294
302
$506K 0.05%
4,569
+244
303
$505K 0.05%
2,573
+1,160
304
$504K 0.05%
15,290
+1,991
305
$504K 0.05%
10,176
-167
306
$503K 0.05%
2,800
+4
307
$502K 0.05%
11,011
+2,586
308
$494K 0.05%
4,986
+187
309
$493K 0.05%
2,844
-16
310
$492K 0.05%
5,438
-73
311
$490K 0.05%
7,618
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312
$485K 0.05%
1,640
-1,289
313
$484K 0.05%
17,222
-592
314
$479K 0.05%
4,672
+137
315
$474K 0.05%
7,028
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316
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6,085
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317
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5,800
-60
318
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+2,365
319
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10,600
-153
320
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6,489
-1,037
321
$462K 0.05%
22,805
+1,913
322
$461K 0.05%
1,835
-58
323
$458K 0.05%
27,780
+4,990
324
$456K 0.05%
2,978
-147
325
$453K 0.05%
2,187
-705
11 12
13
14 15