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
$920M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$2.77M
3
+$2.4M
4
FERG icon
Ferguson
FERG
+$1.99M
5
IBM icon
IBM
IBM
+$1.52M

Top Sells

1
+$7.14M
2
+$5.3M
3
+$3.34M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.81M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.29M

Sector Composition

1 Technology 31.63%
2 Healthcare 10.88%
3 Financials 9.7%
4 Communication Services 7.54%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$318K 0.03%
+6,089
352
$318K 0.03%
4,234
+656
353
$317K 0.03%
6,981
+402
354
$315K 0.03%
1,646
+92
355
$315K 0.03%
4,096
-91
356
$311K 0.03%
7,217
-268
357
$310K 0.03%
6,032
+52
358
$304K 0.03%
+5,537
359
$302K 0.03%
27,320
+8,880
360
$302K 0.03%
2,298
-28
361
$301K 0.03%
2,716
+460
362
$301K 0.03%
+5,206
363
$300K 0.03%
5,010
-116
364
$300K 0.03%
9,411
+2,736
365
$299K 0.03%
4,550
+243
366
$299K 0.03%
+20,205
367
$299K 0.03%
663
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368
$297K 0.03%
7,193
-58
369
$297K 0.03%
+1,191
370
$296K 0.03%
4,103
371
$294K 0.03%
+4,356
372
$293K 0.03%
+4,805
373
$292K 0.03%
+5,973
374
$290K 0.03%
7,502
+1,386
375
$290K 0.03%
1,586
+22
13 14
15
16 17