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
426
$189K 0.03%
18,603
+4,216
427
$174K 0.02%
15,236
-208
428
$173K 0.02%
+10,357
429
$166K 0.02%
12,582
-4,901
430
$148K 0.02%
+3,684
431
$147K 0.02%
22,420
-434
432
$146K 0.02%
16,289
-112
433
$129K 0.02%
19,215
-268
434
$111K 0.01%
16,417
-190
435
$81K 0.01%
+1,268
436
$34K ﹤0.01%
+200
437
$31K ﹤0.01%
22,749
-10
438
$30K ﹤0.01%
+11,000
439
$22K ﹤0.01%
667
440
$8K ﹤0.01%
367
441
– –
-6,212
442
– –
-6,150
443
– –
-3,150
444
– –
-5,768
445
– –
-270,124
446
– –
-8,432
447
– –
-3,700
448
– –
-1,622
449
– –
-6,503
450
– –
-3,861
16 17
18
19 20