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
76
$2.82M 0.3%
20,932
-2,535
77
$2.81M 0.3%
8,722
-384
78
$2.76M 0.29%
9,398
-1,383
79
$2.75M 0.29%
14,869
+177
80
$2.7M 0.29%
37,310
+6
81
$2.66M 0.28%
35,723
+5,414
82
$2.63M 0.28%
8,479
-1,768
83
$2.61M 0.28%
23,377
-161
84
$2.6M 0.28%
13,364
-1,033
85
$2.6M 0.28%
22,506
-7,334
86
$2.58M 0.27%
39,660
-604
87
$2.51M 0.27%
30,948
+1,276
88
$2.51M 0.27%
14,936
+8
89
$2.43M 0.26%
164,206
-12,005
90
$2.42M 0.26%
53,022
+1,080
91
$2.39M 0.25%
56,066
-772
92
$2.38M 0.25%
32,055
+2,058
93
$2.35M 0.25%
25,231
+2,840
94
$2.33M 0.25%
5,240
+213
95
$2.33M 0.25%
23,810
+1,146
96
$2.26M 0.24%
10,349
-200
97
$2.19M 0.23%
21,734
+5,671
98
$2.16M 0.23%
15,536
-272
99
$2.11M 0.22%
31,662
-2,702
100
$2.1M 0.22%
44,736
-858
2 3
4
5 6