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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$402K 0.05%
15,707
+6,660
327
$401K 0.05%
6,343
-6,711
328
$399K 0.04%
+1,893
329
$399K 0.04%
3,693
+42
330
$398K 0.04%
+49,903
331
$397K 0.04%
10,753
+3,311
332
$396K 0.04%
+20,584
333
$395K 0.04%
+21,268
334
$389K 0.04%
1,788
-239
335
$388K 0.04%
5,129
+1,844
336
$387K 0.04%
5,351
-3,282
337
$383K 0.04%
1,673
-342
338
$381K 0.04%
2,408
-109
339
$377K 0.04%
8,425
+2,849
340
$377K 0.04%
7,906
+1,060
341
$374K 0.04%
+2,063
342
$369K 0.04%
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343
$366K 0.04%
6,823
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344
$366K 0.04%
+20,195
345
$362K 0.04%
+2,549
346
$359K 0.04%
4,993
+350
347
$356K 0.04%
5,218
+1,419
348
$355K 0.04%
+9,413
349
$351K 0.04%
+6,368
350
$348K 0.04%
+1,413
12 13
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