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
$712M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.08M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.77M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M

Top Sells

1
+$8.03M
2
+$5.19M
3
+$5.11M
4
GWW icon
W.W. Grainger
GWW
+$5.05M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 29.7%
2 Healthcare 11.94%
3 Consumer Discretionary 9.37%
4 Financials 9.12%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$259K 0.04%
+2,358
327
$259K 0.04%
20,508
+58
328
$258K 0.04%
2,046
-375
329
$256K 0.04%
6,765
-4,413
330
$256K 0.04%
+5,592
331
$256K 0.04%
+7,593
332
$255K 0.04%
12,445
-2,590
333
$254K 0.04%
+5,344
334
$253K 0.04%
+8,850
335
$253K 0.04%
+2,512
336
$253K 0.04%
4,564
-1,809
337
$252K 0.04%
+5,012
338
$252K 0.04%
+8,830
339
$249K 0.03%
+892
340
$248K 0.03%
22,515
-254
341
$245K 0.03%
+3,338
342
$245K 0.03%
3,371
+23
343
$244K 0.03%
+6,926
344
$242K 0.03%
2,604
+81
345
$240K 0.03%
+6,526
346
$238K 0.03%
15,975
-3,455
347
$236K 0.03%
+5,187
348
$234K 0.03%
+3,046
349
$234K 0.03%
1,818
-9
350
$234K 0.03%
+1,904
12 13
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