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
376
$287K 0.03%
+7,632
377
$286K 0.03%
15,764
378
$285K 0.03%
1,715
+194
379
$284K 0.03%
5,749
+987
380
$280K 0.03%
3,267
-140
381
$279K 0.03%
4,254
-680
382
$278K 0.03%
+3,639
383
$277K 0.03%
2,351
+552
384
$276K 0.03%
755
+6
385
$276K 0.03%
2,131
+574
386
$274K 0.03%
2,206
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387
$273K 0.03%
1,344
-8
388
$273K 0.03%
2,198
+30
389
$273K 0.03%
+5,145
390
$273K 0.03%
3,174
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391
$273K 0.03%
+3,261
392
$272K 0.03%
7,047
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393
$272K 0.03%
3,793
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394
$271K 0.03%
9,500
-174
395
$270K 0.03%
4,429
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396
$269K 0.03%
7,276
+4,150
397
$267K 0.03%
+10,187
398
$266K 0.03%
10,840
+393
399
$265K 0.03%
+11,321
400
$262K 0.03%
+9,863
14 15
16
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