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
76
$2.42M 0.34%
22,118
+748
77
$2.4M 0.34%
6,721
-119
78
$2.37M 0.33%
15,448
-390
79
$2.3M 0.32%
6,994
-322
80
$2.27M 0.32%
17,835
-2,517
81
$2.25M 0.32%
9,791
+44
82
$2.21M 0.31%
74,911
-1,745
83
$2.19M 0.31%
536
84
$2.08M 0.29%
18,301
+1,209
85
$2.06M 0.29%
4,433
-42
86
$2.03M 0.28%
61,964
+236
87
$1.96M 0.27%
8,410
-3,786
88
$1.91M 0.27%
60,136
+20
89
$1.84M 0.26%
4,930
+1,319
90
$1.81M 0.25%
43,920
-942
91
$1.81M 0.25%
11,232
-381
92
$1.8M 0.25%
6,265
-111
93
$1.77M 0.25%
12,372
-236
94
$1.76M 0.25%
10,651
-73
95
$1.72M 0.24%
13,045
-52
96
$1.71M 0.24%
29,173
+1,236
97
$1.69M 0.24%
10,961
+332
98
$1.67M 0.23%
+13,033
99
$1.66M 0.23%
9,451
-26
100
$1.63M 0.23%
24,221
-5,668
2 3
4
5 6