MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
-$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.73M
3
+$1.94M
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$1.88M
5
LIN icon
Linde
LIN
+$1.36M

Top Sells

1
+$7.67M
2
+$6.48M
3
+$3.33M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.27M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.01M

Sector Composition

1 Technology 22.74%
2 Financials 8.54%
3 Communication Services 6.37%
4 Healthcare 6.36%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$500K 0.04%
4,157
+843
327
$492K 0.04%
1,860
328
$492K 0.04%
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340
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346
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347
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348
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10,788
349
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2,247
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350
$445K 0.04%
3,295
-2,687
12 13
14
15 16