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
401
$222K 0.03%
18,250
-11,820
402
$221K 0.03%
+3,784
403
$221K 0.03%
955
-890
404
$217K 0.03%
9,661
-131
405
$216K 0.03%
+4,336
406
$215K 0.03%
1,584
-421
407
$214K 0.03%
5,696
-4,461
408
$213K 0.03%
1,474
-17
409
$213K 0.03%
4,360
-2,578
410
$210K 0.03%
3,961
-51
411
$210K 0.03%
2,466
-36
412
$210K 0.03%
20,205
413
$208K 0.03%
+3,700
414
$207K 0.03%
7,778
-43
415
$206K 0.03%
6,788
-43
416
$206K 0.03%
1,764
+23
417
$204K 0.03%
+4,597
418
$203K 0.03%
+3,926
419
$203K 0.03%
12,333
420
$203K 0.03%
13,177
-3,747
421
$201K 0.03%
+4,390
422
$201K 0.03%
3,770
-48
423
$200K 0.03%
1,334
-259
424
$200K 0.03%
5,830
+250
425
$193K 0.03%
29,130
15 16
17
18 19