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
76
$2.47M 0.32%
6,942
+221
77
$2.47M 0.32%
13,525
+9,130
78
$2.41M 0.32%
20,434
+7,222
79
$2.38M 0.31%
6,738
-256
80
$2.34M 0.3%
61,640
+31,352
81
$2.32M 0.3%
68,172
-6,739
82
$2.28M 0.3%
34,445
-2,775
83
$2.23M 0.29%
14,582
-866
84
$2.21M 0.29%
13,173
+1,941
85
$2.19M 0.29%
50,629
-8,501
86
$2.04M 0.27%
1,792
+1,024
87
$2.03M 0.26%
+38,445
88
$1.92M 0.25%
13,657
+6,083
89
$1.91M 0.25%
34,260
-9,660
90
$1.83M 0.24%
4,012
-421
91
$1.83M 0.24%
24,959
+738
92
$1.82M 0.24%
69,502
+20,779
93
$1.8M 0.23%
54,556
-7,408
94
$1.79M 0.23%
4,999
+308
95
$1.75M 0.23%
17,803
+2,100
96
$1.69M 0.22%
14,450
-3,851
97
$1.65M 0.21%
11,472
-1,573
98
$1.64M 0.21%
15,978
+44
99
$1.63M 0.21%
110,328
+11,322
100
$1.61M 0.21%
29,481
+12,719
2 3
4
5 6