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
376
$247K 0.03%
2,710
+29
377
$245K 0.03%
11,359
+1,192
378
$243K 0.03%
10,307
-143
379
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380
$242K 0.03%
3,516
-1,240
381
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3,692
-58
382
$239K 0.03%
+2,818
383
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5,683
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384
$238K 0.03%
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-179
385
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5,409
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386
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12,323
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387
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388
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390
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391
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393
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13,805
394
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25,689
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395
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396
$229K 0.03%
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397
$226K 0.03%
5,778
-49
398
$224K 0.03%
+5,349
399
$223K 0.03%
7,852
-100
400
$222K 0.03%
+8,946
14 15
16
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