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
326
$433K 0.05%
6,921
-104
327
$432K 0.05%
5,419
+68
328
$428K 0.05%
6,755
-35
329
$422K 0.04%
31,294
+2,664
330
$420K 0.04%
+7,754
331
$419K 0.04%
7,192
-124
332
$418K 0.04%
5,592
+374
333
$416K 0.04%
1,426
-80
334
$415K 0.04%
738
+28
335
$409K 0.04%
5,606
+613
336
$408K 0.04%
6,826
-12
337
$407K 0.04%
+8,157
338
$397K 0.04%
1,865
-718
339
$397K 0.04%
1,939
-2,219
340
$390K 0.04%
12,097
+129
341
$389K 0.04%
2,293
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342
$388K 0.04%
21,749
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343
$387K 0.04%
2,232
+169
344
$387K 0.04%
7,398
-508
345
$385K 0.04%
10,513
-2,370
346
$384K 0.04%
13,187
-5,464
347
$383K 0.04%
2,408
348
$379K 0.04%
6,226
+686
349
$377K 0.04%
11,909
+203
350
$374K 0.04%
158,570
+74,360
12 13
14
15 16