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
376
$324K 0.03%
+5,632
377
$319K 0.03%
5,268
-137
378
$317K 0.03%
4,930
+10
379
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7,680
-427
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381
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+3,698
382
$310K 0.03%
+3,814
383
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+8,922
384
$306K 0.03%
6,192
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385
$305K 0.03%
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386
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387
$303K 0.03%
8,437
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388
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389
$301K 0.03%
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-2,639
390
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2,523
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391
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393
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394
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395
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397
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-312
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$292K 0.03%
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399
$291K 0.03%
+12,111
400
$289K 0.03%
1,996
-114
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16
17 18