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
101
$1.63M 0.23%
6,965
-190
102
$1.62M 0.23%
20,710
-3,554
103
$1.58M 0.22%
11,455
+1,355
104
$1.55M 0.22%
13,212
+411
105
$1.54M 0.22%
8,651
-586
106
$1.51M 0.21%
4,691
+130
107
$1.48M 0.21%
6,050
-269
108
$1.48M 0.21%
10,285
-54
109
$1.47M 0.21%
8,630
-41
110
$1.43M 0.2%
50,680
-11,305
111
$1.42M 0.2%
6,123
-454
112
$1.41M 0.2%
15,948
+528
113
$1.41M 0.2%
34,664
-9,172
114
$1.4M 0.2%
9,552
+437
115
$1.4M 0.2%
6,720
+47
116
$1.39M 0.2%
15,703
-733
117
$1.39M 0.19%
15,934
+2,198
118
$1.38M 0.19%
9,143
-113
119
$1.37M 0.19%
15,016
+85
120
$1.36M 0.19%
20,917
-278
121
$1.35M 0.19%
6,941
+107
122
$1.33M 0.19%
48,723
-665
123
$1.31M 0.18%
14,448
-921
124
$1.3M 0.18%
70,345
+9,340
125
$1.3M 0.18%
19,123
+4,418
3 4
5
6 7