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
$752M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.7M
3
+$1.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.15M
5
AFL icon
Aflac
AFL
+$997K

Top Sells

1
+$5.67M
2
+$1.19M
3
+$1.16M
4
KO icon
Coca-Cola
KO
+$1.1M
5
PG icon
Procter & Gamble
PG
+$1.08M

Sector Composition

1 Technology 28.89%
2 Healthcare 12.25%
3 Financials 10.3%
4 Consumer Discretionary 6.99%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.31%
11,224
+3,266
77
$2.31M 0.31%
12,563
-204
78
$2.3M 0.31%
16,170
+3,158
79
$2.29M 0.3%
17,070
-1,280
80
$2.27M 0.3%
8,550
+975
81
$2.22M 0.29%
55,106
+4,681
82
$2.19M 0.29%
37,649
-213
83
$2.19M 0.29%
13,263
+385
84
$2.15M 0.29%
34,690
-3,240
85
$2.14M 0.28%
1,974
-612
86
$2.14M 0.28%
536
87
$2.1M 0.28%
29,175
+541
88
$2.08M 0.28%
19,047
+2,200
89
$2.04M 0.27%
19,497
-1,564
90
$2M 0.27%
14,343
+1,391
91
$1.96M 0.26%
34,930
-415
92
$1.95M 0.26%
40,795
+4,096
93
$1.94M 0.26%
23,414
+145
94
$1.94M 0.26%
167,288
+4,246
95
$1.93M 0.26%
19,574
-1,374
96
$1.91M 0.25%
28,680
+7,729
97
$1.9M 0.25%
11,502
-1,184
98
$1.79M 0.24%
46,995
+14,009
99
$1.76M 0.23%
16,545
+810
100
$1.72M 0.23%
1,044
2 3
4
5 6