MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$6.12M
2
+$3.13M
3
+$1.49M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.34M
5
AFL icon
Aflac
AFL
+$1.04M

Top Sells

1
+$5.67M
2
+$1.4M
3
+$1.27M
4
KO icon
Coca-Cola
KO
+$1.23M
5
PG icon
Procter & Gamble
PG
+$1.21M

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
476
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-13,055
477
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-28,914
478
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-5,336
479
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-2,745
480
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-8,689
481
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-7,535
482
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-5,199
483
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-4,463
484
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-22
485
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-8,288
486
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-15,764
487
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-18,160
488
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-4,232
489
– –
-24,147
16 17 18 19
20