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
$944M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$6.37M
3
+$3.54M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.46M
5
CVX icon
Chevron
CVX
+$1.44M

Top Sells

1
+$8.52M
2
+$8M
3
+$6.89M
4
ALC icon
Alcon
ALC
+$2.58M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Sector Composition

1 Technology 31.54%
2 Financials 9.65%
3 Healthcare 9.16%
4 Consumer Discretionary 6.57%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$247K 0.03%
+10,882
427
$246K 0.03%
17,712
+2,321
428
$245K 0.03%
1,198
+6
429
$245K 0.03%
2,365
-609
430
$244K 0.03%
+2,123
431
$242K 0.03%
17,765
-2,044
432
$240K 0.03%
12,106
+2,170
433
$238K 0.03%
2,929
-1,691
434
$236K 0.03%
16,459
-5,301
435
$235K 0.02%
13,837
+1,388
436
$234K 0.02%
3,452
-717
437
$233K 0.02%
4,122
-749
438
$232K 0.02%
2,400
439
$232K 0.02%
+1,293
440
$230K 0.02%
+52,930
441
$230K 0.02%
+18,346
442
$227K 0.02%
2,733
-237
443
$226K 0.02%
+562
444
$226K 0.02%
3,555
-1,068
445
$223K 0.02%
+4,126
446
$222K 0.02%
2,318
447
$222K 0.02%
1,501
-457
448
$219K 0.02%
+5,079
449
$218K 0.02%
6,682
-394
450
$217K 0.02%
1,376
-33
16 17
18
19 20