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
$765M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$6.43M
3
+$5.7M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.14M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Top Sells

1
+$7.27M
2
+$5.79M
3
+$2.77M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
5
BABA icon
Alibaba
BABA
+$1.96M

Sector Composition

1 Technology 31.56%
2 Healthcare 11.25%
3 Financials 9.28%
4 Consumer Discretionary 8.72%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.49%
34,329
+219
52
$3.64M 0.48%
11,406
+1,755
53
$3.63M 0.47%
7,626
+494
54
$3.43M 0.45%
2,966
-50
55
$3.34M 0.44%
30,826
-140
56
$3.33M 0.43%
87,235
-6,210
57
$3.32M 0.43%
47,261
-2,441
58
$3.25M 0.42%
15,545
+5,754
59
$3.19M 0.42%
19,942
+1,705
60
$3.16M 0.41%
60,720
-3,305
61
$3.15M 0.41%
13,676
+197
62
$3.14M 0.41%
+61,538
63
$3.1M 0.4%
1,329
+16
64
$3.09M 0.4%
10,072
+565
65
$3.06M 0.4%
27,690
+1,400
66
$3.01M 0.39%
27,573
-2,258
67
$2.97M 0.39%
23,681
-3,895
68
$2.89M 0.38%
15,673
-2,979
69
$2.82M 0.37%
5,817
-1,964
70
$2.79M 0.36%
36,824
-7,948
71
$2.76M 0.36%
15,643
+448
72
$2.69M 0.35%
22,430
+312
73
$2.64M 0.34%
16,080
+275
74
$2.55M 0.33%
25,422
-521
75
$2.52M 0.33%
536
1 2
3
4 5