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
$752M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.7M
3
+$1.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.15M
5
AFL icon
Aflac
AFL
+$997K

Top Sells

1
+$5.67M
2
+$1.19M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.1M
5
PG icon
Procter & Gamble
PG
+$1.08M

Sector Composition

1 Technology 28.89%
2 Healthcare 12.25%
3 Financials 10.3%
4 Consumer Discretionary 6.99%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$284K 0.04%
3,494
-157
352
$281K 0.04%
12,108
+2,300
353
$280K 0.04%
13,299
+1,411
354
$280K 0.04%
8,673
+1,283
355
$278K 0.04%
8,838
-1,449
356
$276K 0.04%
4,993
-811
357
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3,021
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358
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12,366
359
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+567
360
$268K 0.04%
7,702
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361
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3,636
-39
362
$267K 0.04%
6,782
-10,545
363
$262K 0.03%
+6,104
364
$260K 0.03%
2,486
-67
365
$258K 0.03%
+7,212
366
$258K 0.03%
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367
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4,126
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368
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2,495
-455
369
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2,410
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370
$254K 0.03%
969
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371
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2,606
-450
372
$251K 0.03%
5,259
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373
$250K 0.03%
+6,274
374
$248K 0.03%
2,793
-2,109
375
$248K 0.03%
+1,054
13 14
15
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