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
101
$1.71M 0.23%
5,586
-384
102
$1.65M 0.22%
9,084
-11
103
$1.64M 0.22%
20,338
+2,791
104
$1.63M 0.22%
19,981
+3,956
105
$1.61M 0.21%
24,321
+4,890
106
$1.6M 0.21%
13,646
107
$1.6M 0.21%
18,970
-7,008
108
$1.58M 0.21%
16,337
-7,208
109
$1.58M 0.21%
10,581
-685
110
$1.57M 0.21%
5,987
-28
111
$1.55M 0.21%
20,563
-330
112
$1.54M 0.21%
53,644
-1,148
113
$1.47M 0.19%
12,995
+1,482
114
$1.46M 0.19%
10,975
+26
115
$1.45M 0.19%
2,861
-19
116
$1.45M 0.19%
6,696
-138
117
$1.41M 0.19%
25,022
+2,030
118
$1.4M 0.19%
13,644
-74
119
$1.4M 0.19%
3,082
-14
120
$1.38M 0.18%
9,329
+5,284
121
$1.38M 0.18%
13,506
-566
122
$1.38M 0.18%
51,680
-248
123
$1.37M 0.18%
40,948
-50
124
$1.37M 0.18%
27,044
+2,288
125
$1.36M 0.18%
17,302
+1,826
3 4
5
6 7