MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Return
17.56%
This Quarter Return
+16.42%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$712M
AUM Growth
+$89M
(+14%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
27.41%
Holding
429
New
81
Increased
143
Reduced
160
Closed
35
Top Buys
| 1 |
Oracle
ORCL
|
$5.23M |
| 2 |
Tyson Foods
TSN
|
$5.08M |
| 3 |
Huntington Ingalls Industries
HII
|
$4.99M |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$2.77M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.73M |
Top Sells
| 1 |
Old National Bancorp
ONB
|
$8.03M |
| 2 |
NetApp
NTAP
|
$5.19M |
| 3 |
General Mills
GIS
|
$5.11M |
| 4 |
W.W. Grainger
GWW
|
$5.05M |
| 5 |
Apple
AAPL
|
$3.24M |
Sector Composition
| 1 | Technology | 29.7% |
| 2 | Healthcare | 11.94% |
| 3 | Consumer Discretionary | 9.37% |
| 4 | Financials | 9.12% |
| 5 | Communication Services | 9.05% |