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
501
– –
-5,787
502
– –
-107,914
503
– –
-4,451
504
– –
-4,419
505
– –
-6,952
506
– –
-21,567
507
– –
-2,109
508
– –
-18,230
509
– –
-4,146
510
– –
-6,273
511
– –
-13,217
512
– –
-8,446
513
– –
-605
514
– –
-12,660
515
– –
-2,633
516
– –
-367
517
– –
-200
518
– –
-2,266
519
– –
-17,097
520
– –
-12,366
521
– –
-21,090
522
– –
-10,585
17 18 19 20
21