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
326
$327K 0.04%
23,155
+315
327
$322K 0.04%
5,276
+1,277
328
$314K 0.04%
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329
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330
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21,645
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331
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332
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6,446
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333
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334
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14,780
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335
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336
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337
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338
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339
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6,541
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340
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341
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343
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3,314
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344
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345
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346
$293K 0.04%
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347
$293K 0.04%
14,965
+1,371
348
$293K 0.04%
+3,576
349
$289K 0.04%
2,780
+430
350
$285K 0.04%
1,619
+181
12 13
14
15 16