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
451
$216K 0.02%
+9,568
452
$214K 0.02%
11,206
+770
453
$214K 0.02%
986
-443
454
$213K 0.02%
+643
455
$213K 0.02%
1,649
-128
456
$213K 0.02%
16,954
-1,250
457
$212K 0.02%
483
-60
458
$208K 0.02%
+5,541
459
$206K 0.02%
1,610
460
$204K 0.02%
+2,064
461
$202K 0.02%
4,001
+207
462
$202K 0.02%
3,066
-236
463
$202K 0.02%
+4,273
464
$201K 0.02%
1,272
-70
465
$185K 0.02%
15,177
-3,141
466
$166K 0.02%
11,461
-801
467
$161K 0.02%
14,800
-1,193
468
$144K 0.02%
22,125
-1,326
469
$137K 0.01%
14,255
-316
470
$116K 0.01%
3,615
-69
471
$72.1K 0.01%
21,665
-8,869
472
$60.8K 0.01%
55,556
473
$45.1K ﹤0.01%
1,268
474
$23.4K ﹤0.01%
20,714
+2,492
475
$17.2K ﹤0.01%
11,000
17 18
19
20 21