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
$944M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.37M
3
+$3.54M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.46M
5
CVX icon
Chevron
CVX
+$1.44M

Top Sells

1
+$8.52M
2
+$8M
3
+$6.89M
4
ALC icon
Alcon
ALC
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Sector Composition

1 Technology 31.54%
2 Financials 9.65%
3 Healthcare 9.16%
4 Consumer Discretionary 6.57%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$373K 0.04%
9,196
+2,160
352
$371K 0.04%
10,808
-48
353
$368K 0.04%
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354
$365K 0.04%
3,819
+324
355
$364K 0.04%
+1,722
356
$360K 0.04%
1,639
-14
357
$360K 0.04%
25,800
+13,500
358
$360K 0.04%
30,897
+2,404
359
$358K 0.04%
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-335
360
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3,230
+1,002
361
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3,140
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362
$355K 0.04%
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+4,592
363
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-46
364
$345K 0.04%
1,219
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365
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20,600
-830
366
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367
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368
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30,833
+7,591
369
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20,969
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370
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1,251
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371
$331K 0.04%
9,455
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372
$329K 0.03%
9,274
+1,194
373
$325K 0.03%
+1,308
374
$325K 0.03%
+1,444
375
$324K 0.03%
14,977
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13 14
15
16 17