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
351
$232K 0.03%
3,692
-18
352
$232K 0.03%
+4,222
353
$232K 0.03%
59,260
-153,049
354
$232K 0.03%
+1,398
355
$229K 0.03%
+11,582
356
$228K 0.03%
+3,937
357
$225K 0.03%
1,485
-146
358
$222K 0.03%
+5,766
359
$222K 0.03%
+1,645
360
$219K 0.03%
4,572
-1,590
361
$219K 0.03%
2,835
-485
362
$219K 0.03%
+3,663
363
$219K 0.03%
+2,740
364
$217K 0.03%
+1,430
365
$214K 0.03%
+1,599
366
$212K 0.03%
+7,519
367
$212K 0.03%
23,537
+5,324
368
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369
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370
$209K 0.03%
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371
$209K 0.03%
5,623
-2,243
372
$207K 0.03%
+24,523
373
$206K 0.03%
2,794
+1
374
$204K 0.03%
+5,295
375
$203K 0.03%
+509
13 14
15
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