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
451
$210K 0.02%
+1,971
452
$210K 0.02%
12,262
+369
453
$208K 0.02%
1,276
+151
454
$208K 0.02%
15,391
+2,621
455
$208K 0.02%
+18,230
456
$207K 0.02%
3,794
-97
457
$207K 0.02%
10,436
-85
458
$206K 0.02%
+1,636
459
$206K 0.02%
2,633
-64
460
$205K 0.02%
+2,147
461
$205K 0.02%
+661
462
$201K 0.02%
+1,654
463
$200K 0.02%
+1,610
464
$189K 0.02%
+84,210
465
$187K 0.02%
+12,449
466
$183K 0.02%
19,809
-3,630
467
$177K 0.02%
12,300
-33
468
$164K 0.02%
23,451
-1,154
469
$151K 0.02%
15,993
-559
470
$133K 0.01%
+14,571
471
$110K 0.01%
3,684
472
$82.4K 0.01%
30,534
-434
473
$46.1K 0.01%
+55,556
474
$35.2K ﹤0.01%
1,268
475
$27.8K ﹤0.01%
11,000
17 18
19
20 21