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
376
$229K 0.03%
+6,115
377
$228K 0.03%
8,261
-3,321
378
$228K 0.03%
+5,964
379
$227K 0.03%
2,496
-631
380
$227K 0.03%
17,184
-17,283
381
$227K 0.03%
+16,805
382
$226K 0.03%
3,228
-143
383
$224K 0.03%
+2,567
384
$216K 0.03%
2,345
-1,361
385
$215K 0.03%
+4,142
386
$214K 0.03%
+3,408
387
$214K 0.03%
5,337
-1,189
388
$213K 0.03%
4,738
-854
389
$213K 0.03%
+2,414
390
$211K 0.03%
2,941
391
$206K 0.03%
+3,234
392
$206K 0.03%
+867
393
$205K 0.03%
+178
394
$204K 0.03%
+377
395
$201K 0.03%
3,397
396
$201K 0.03%
+5,151
397
$200K 0.03%
3,070
+330
398
$181K 0.02%
12,482
-318
399
$179K 0.02%
15,155
+264
400
$162K 0.02%
12,534
+360
14 15
16
17 18