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
51
$4.15M 0.44%
26,381
+2,476
52
$4.13M 0.44%
31,202
+1,119
53
$4.11M 0.44%
123,769
54
$3.99M 0.42%
76,340
+2,595
55
$3.91M 0.41%
20,896
-3,497
56
$3.91M 0.41%
48,378
-1,093
57
$3.77M 0.4%
13,154
+1,690
58
$3.66M 0.39%
21,642
-873
59
$3.59M 0.38%
20,140
-121
60
$3.54M 0.37%
+68,661
61
$3.52M 0.37%
32,809
+1,574
62
$3.48M 0.37%
14,645
-248
63
$3.46M 0.37%
13,823
-1,951
64
$3.42M 0.36%
20,168
+1,683
65
$3.4M 0.36%
536
66
$3.36M 0.36%
68,672
+3,336
67
$3.27M 0.35%
24,436
+2,379
68
$3.24M 0.34%
73,489
+5,959
69
$3.21M 0.34%
14,278
-306
70
$3.16M 0.33%
64,146
+5,667
71
$3.07M 0.32%
72,510
-4,510
72
$3M 0.32%
129,837
+4,943
73
$2.97M 0.31%
27,258
+814
74
$2.88M 0.31%
2,197
+162
75
$2.84M 0.3%
31,833
-4,973
1 2
3
4 5