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
$712M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.08M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.77M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M

Top Sells

1
+$8.03M
2
+$5.19M
3
+$5.11M
4
GWW icon
W.W. Grainger
GWW
+$5.05M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-106,905
427
– –
-16,499
428
– –
-8,804
429
– –
-11,033
14 15 16 17
18