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
101
$2.1M 0.22%
61,099
-2,706
102
$2.09M 0.22%
13,007
-1,062
103
$2.08M 0.22%
18,868
+3,173
104
$2.08M 0.22%
5,447
-94
105
$2.07M 0.22%
12,064
-231
106
$2.06M 0.22%
18,911
+230
107
$2.03M 0.21%
27,100
+5,639
108
$2.03M 0.21%
37,599
-10,818
109
$1.98M 0.21%
10,769
+5,499
110
$1.96M 0.21%
14,526
-420
111
$1.93M 0.2%
22,210
+8,770
112
$1.92M 0.2%
19,012
+5,030
113
$1.91M 0.2%
11,164
-2,452
114
$1.9M 0.2%
13,112
-1,010
115
$1.88M 0.2%
13,646
116
$1.86M 0.2%
17,316
-45
117
$1.78M 0.19%
33,330
-24,259
118
$1.76M 0.19%
9,491
+2,263
119
$1.74M 0.18%
645
+1
120
$1.72M 0.18%
7,836
+4,642
121
$1.72M 0.18%
74,933
+4,370
122
$1.71M 0.18%
11,968
-215
123
$1.71M 0.18%
3,646
-42
124
$1.7M 0.18%
4,238
-708
125
$1.7M 0.18%
16,359
+30
3 4
5
6 7