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
51
$3.57M 0.5%
7,132
+357
52
$3.44M 0.48%
3,016
+52
53
$3.42M 0.48%
93,445
-15,797
54
$3.38M 0.47%
18,652
-5,226
55
$3.32M 0.47%
30,966
+2,342
56
$3.31M 0.46%
9,507
+46
57
$3.3M 0.46%
47,808
+17,236
58
$3.28M 0.46%
49,702
+547
59
$3.27M 0.46%
44,772
+4,406
60
$3.25M 0.46%
18,237
-284
61
$3.19M 0.45%
29,831
+5,058
62
$3.16M 0.44%
15,195
+2,560
63
$3.13M 0.44%
34,110
-4,757
64
$3.03M 0.43%
9,651
-817
65
$2.99M 0.42%
7,781
-2,210
66
$2.98M 0.42%
26,290
+380
67
$2.94M 0.41%
64,025
-5,165
68
$2.92M 0.41%
1,313
-13
69
$2.85M 0.4%
13,479
+4
70
$2.77M 0.39%
+52,212
71
$2.62M 0.37%
25,943
-1,101
72
$2.54M 0.36%
37,220
-340
73
$2.53M 0.36%
29,323
+1,585
74
$2.49M 0.35%
15,805
+287
75
$2.48M 0.35%
59,130
+17,822
1 2
3
4 5