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
$765M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$6.43M
3
+$5.7M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.14M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Top Sells

1
+$7.27M
2
+$5.79M
3
+$2.77M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
5
BABA icon
Alibaba
BABA
+$1.96M

Sector Composition

1 Technology 31.56%
2 Healthcare 11.25%
3 Financials 9.28%
4 Consumer Discretionary 8.72%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$253K 0.03%
17,899
+5,170
352
$252K 0.03%
1,428
-57
353
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+4,788
354
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4,609
-8,830
355
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356
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4,102
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357
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5,606
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359
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1,295
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360
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5,366
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361
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+1,399
363
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364
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+15,987
365
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370
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371
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+3,184
372
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+3,210
373
$231K 0.03%
+4,179
374
$230K 0.03%
+7,067
375
$230K 0.03%
22,653
-884
13 14
15
16 17