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
$712M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$5.08M
3
+$4.99M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.77M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M

Top Sells

1
+$8.03M
2
+$5.19M
3
+$5.11M
4
GWW icon
W.W. Grainger
GWW
+$5.05M
5
AAPL icon
Apple
AAPL
+$3.24M

Sector Composition

1 Technology 29.7%
2 Healthcare 11.94%
3 Consumer Discretionary 9.37%
4 Financials 9.12%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 0.75%
62,377
+18,773
27
$5.3M 0.74%
244,139
+30,933
28
$5.26M 0.74%
52,722
-2,648
29
$5.22M 0.73%
170,681
+17,665
30
$5.21M 0.73%
23,834
+582
31
$5.11M 0.72%
36,716
+145
32
$5.02M 0.7%
147,629
+5,681
33
$4.98M 0.7%
156,918
-9,173
34
$4.92M 0.69%
25,963
+338
35
$4.92M 0.69%
118,934
-26,470
36
$4.91M 0.69%
15,600
+10
37
$4.82M 0.68%
18,444
+67
38
$4.81M 0.68%
20,261
39
$4.73M 0.66%
39,332
-4,935
40
$4.6M 0.65%
35,377
-1,287
41
$4.44M 0.62%
22,645
-270
42
$4.42M 0.62%
20,808
+101
43
$4.37M 0.61%
123,769
44
$4.25M 0.6%
43,021
+393
45
$3.97M 0.56%
57,240
+920
46
$3.87M 0.54%
33,979
+6,967
47
$3.86M 0.54%
16,469
+43
48
$3.84M 0.54%
53,130
+16,002
49
$3.73M 0.52%
14,025
-15
50
$3.72M 0.52%
27,576
-2,123
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