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
$752M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.7M
3
+$1.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.15M
5
AFL icon
Aflac
AFL
+$997K

Top Sells

1
+$5.67M
2
+$1.19M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.1M
5
PG icon
Procter & Gamble
PG
+$1.08M

Sector Composition

1 Technology 28.89%
2 Healthcare 12.25%
3 Financials 10.3%
4 Consumer Discretionary 6.99%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.3M 0.7%
86,741
-4,421
27
$5.27M 0.7%
41,773
-8,543
28
$5.27M 0.7%
69,991
+3,191
29
$5.22M 0.69%
202,587
+24,586
30
$5.22M 0.69%
125,163
+4,654
31
$5.09M 0.68%
184,336
+7,405
32
$5.08M 0.68%
67,596
+5,960
33
$5.01M 0.67%
19,474
+2,274
34
$4.69M 0.62%
305,477
+29,580
35
$4.62M 0.61%
9,153
-996
36
$4.57M 0.61%
63,026
+7,644
37
$4.41M 0.59%
26,733
+939
38
$4.34M 0.58%
38,437
+1,577
39
$4.28M 0.57%
26,205
-182
40
$4.27M 0.57%
49,020
+8,473
41
$4.1M 0.54%
19,547
42
$4.08M 0.54%
35,118
-858
43
$3.87M 0.51%
14,430
-38
44
$3.78M 0.5%
31,177
+4,330
45
$3.76M 0.5%
39,869
+394
46
$3.62M 0.48%
26,667
+2,270
47
$3.58M 0.48%
80,561
+3,271
48
$3.52M 0.47%
21,169
-34
49
$3.41M 0.45%
8,206
-93
50
$3.39M 0.45%
61,851
+49,292
1
2
3 4 5