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
$559M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.95M
3
+$1.62M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.56M
5
VIAB
Viacom Inc. Class B
VIAB
+$1.53M

Top Sells

1
+$20.6M
2
+$8.7M
3
+$6.51M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Sector Composition

1 Technology 24.17%
2 Healthcare 14.12%
3 Financials 11.64%
4 Communication Services 9.73%
5 Consumer Discretionary 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$841K 0.15%
6,836
+563
127
$816K 0.15%
15,045
-222
128
$812K 0.15%
4,459
+71
129
$789K 0.14%
1,665
-335
130
$782K 0.14%
21,606
+50
131
$777K 0.14%
42,090
-11,520
132
$775K 0.14%
+14,033
133
$743K 0.13%
6,424
-154
134
$742K 0.13%
4,706
+49
135
$734K 0.13%
5,619
+115
136
$732K 0.13%
10,919
-2,105
137
$719K 0.13%
21,034
+123
138
$719K 0.13%
16,545
+1,033
139
$704K 0.13%
12,756
+572
140
$704K 0.13%
7,312
+1,322
141
$703K 0.13%
8,967
+264
142
$701K 0.13%
11,682
+184
143
$695K 0.12%
10,736
-112
144
$695K 0.12%
11,056
+1,624
145
$690K 0.12%
131,680
+50,200
146
$677K 0.12%
7,269
-237
147
$670K 0.12%
8,133
+363
148
$668K 0.12%
5,994
-351
149
$663K 0.12%
4,191
-134
150
$660K 0.12%
17,094
-187
4 5
6
7 8