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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$346K 0.04%
4,762
+1,393
352
$346K 0.04%
+22,790
353
$345K 0.04%
+3,372
354
$340K 0.04%
28,493
+12,608
355
$340K 0.04%
28,630
-50,563
356
$337K 0.04%
2,239
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357
$336K 0.04%
+3,288
358
$336K 0.04%
4,903
-28
359
$334K 0.04%
3,495
+1,107
360
$334K 0.04%
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-500
361
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362
$330K 0.04%
5,540
-1,045
363
$330K 0.04%
+710
364
$329K 0.04%
10,856
-253
365
$324K 0.04%
4,623
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366
$318K 0.04%
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367
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+1,653
368
$312K 0.04%
4,950
-164
369
$309K 0.03%
4,871
+284
370
$308K 0.03%
543
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371
$306K 0.03%
10,094
-1,231
372
$305K 0.03%
+5,405
373
$304K 0.03%
2,086
-559
374
$301K 0.03%
1,536
-2,183
375
$301K 0.03%
+3,926
13 14
15
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