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
$920M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$2.77M
3
+$2.4M
4
FERG icon
Ferguson
FERG
+$1.99M
5
IBM icon
IBM
IBM
+$1.52M

Top Sells

1
+$7.14M
2
+$5.3M
3
+$3.34M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.81M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.29M

Sector Composition

1 Technology 31.63%
2 Healthcare 10.88%
3 Financials 9.7%
4 Communication Services 7.54%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$224K 0.02%
2,378
-53
427
$224K 0.02%
3,827
+791
428
$224K 0.02%
7,008
+176
429
$223K 0.02%
6,166
-83
430
$221K 0.02%
1,880
431
$220K 0.02%
13,489
-3,015
432
$219K 0.02%
+3,245
433
$219K 0.02%
1,181
-46
434
$218K 0.02%
2,956
-681
435
$217K 0.02%
13,020
+60
436
$217K 0.02%
+1,610
437
$216K 0.02%
1,858
-225
438
$214K 0.02%
109
439
$213K 0.02%
6,926
440
$212K 0.02%
1,669
-101
441
$211K 0.02%
930
-281
442
$211K 0.02%
+14,309
443
$209K 0.02%
+3,339
444
$207K 0.02%
+5,938
445
$207K 0.02%
+10,112
446
$207K 0.02%
+2,140
447
$207K 0.02%
1,997
+6
448
$206K 0.02%
+6,991
449
$206K 0.02%
+8,384
450
$205K 0.02%
5,122
+650
16 17
18
19 20