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
26
$6.48M 0.69%
55,954
-959
27
$6.37M 0.67%
+181,694
28
$6.35M 0.67%
41,870
-1,536
29
$6.29M 0.67%
18,442
-3,036
30
$5.95M 0.63%
129,203
-742
31
$5.84M 0.62%
54,451
+24
32
$5.75M 0.61%
44,109
+1,077
33
$5.74M 0.61%
170,265
+9,054
34
$5.66M 0.6%
103,415
+1,342
35
$5.62M 0.6%
123,614
+7,985
36
$5.46M 0.58%
67,522
+11,918
37
$5.38M 0.57%
84,152
+924
38
$5.22M 0.55%
39,356
+2,380
39
$4.96M 0.53%
14,376
-289
40
$4.68M 0.5%
20,650
41
$4.59M 0.49%
65,246
+20,087
42
$4.53M 0.48%
12,259
-399
43
$4.5M 0.48%
27,199
-906
44
$4.42M 0.47%
61,797
-5,182
45
$4.25M 0.45%
5,871
-244
46
$4.25M 0.45%
8,844
+5
47
$4.24M 0.45%
13,035
-276
48
$4.21M 0.45%
43,206
+726
49
$4.16M 0.44%
41,737
+1,625
50
$4.16M 0.44%
13,466
-1,657
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