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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.44%
40,112
-35,915
52
$3.84M 0.43%
42,480
-36,339
53
$3.81M 0.43%
49,471
-1,013
54
$3.74M 0.42%
23,467
-726
55
$3.71M 0.42%
20,261
-19
56
$3.69M 0.41%
73,745
+5,640
57
$3.69M 0.41%
36,806
+8,076
58
$3.61M 0.41%
13,311
-783
59
$3.37M 0.38%
15,774
+1,532
60
$3.36M 0.38%
14,893
-1,149
61
$3.34M 0.37%
22,515
+1,551
62
$3.2M 0.36%
23,905
+13,863
63
$3.17M 0.36%
29,840
-2,239
64
$3.17M 0.36%
65,336
-67,972
65
$3.16M 0.35%
31,235
+1,686
66
$3.16M 0.35%
57,589
67
$3.11M 0.35%
2,035
+54
68
$3.08M 0.35%
10,781
-644
69
$3.02M 0.34%
10,247
-1,381
70
$2.99M 0.34%
536
71
$2.98M 0.33%
9,106
-175
72
$2.89M 0.32%
22,057
+51
73
$2.85M 0.32%
58,479
-88,473
74
$2.84M 0.32%
14,397
-125
75
$2.79M 0.31%
14,584
-751
1 2
3
4 5