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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$244K 0.03%
+23,242
427
$243K 0.03%
2,266
-17
428
$241K 0.03%
11,093
-245
429
$240K 0.03%
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430
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2,295
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431
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+2,370
432
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433
$235K 0.03%
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434
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3,352
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435
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436
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+10,585
437
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438
$226K 0.03%
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439
$226K 0.03%
4,169
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440
$223K 0.03%
+1,242
441
$222K 0.03%
+1,192
442
$219K 0.02%
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443
$219K 0.02%
2,400
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444
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445
$215K 0.02%
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446
$214K 0.02%
1,409
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447
$214K 0.02%
12,660
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448
$214K 0.02%
6,273
-3,295
449
$211K 0.02%
+2,318
450
$211K 0.02%
+12,108
16 17
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