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
126
$1.28M 0.18%
23,835
-609
127
$1.28M 0.18%
13,781
128
$1.28M 0.18%
30,288
-31,156
129
$1.26M 0.18%
14,413
+100
130
$1.26M 0.18%
5,643
+269
131
$1.26M 0.18%
5,524
-270
132
$1.25M 0.18%
+9,620
133
$1.23M 0.17%
4,655
+1,039
134
$1.21M 0.17%
81,242
-1,197
135
$1.21M 0.17%
8,161
+407
136
$1.2M 0.17%
99,006
-8,377
137
$1.19M 0.17%
5,585
+117
138
$1.19M 0.17%
3,243
+1
139
$1.18M 0.17%
7,436
-1,671
140
$1.18M 0.17%
2,614
-23
141
$1.18M 0.17%
7,739
+1,430
142
$1.17M 0.16%
11,140
+6
143
$1.16M 0.16%
+18,169
144
$1.14M 0.16%
10,563
+191
145
$1.14M 0.16%
25,027
-4,307
146
$1.14M 0.16%
25,387
-5,181
147
$1.13M 0.16%
11,798
+7,062
148
$1.13M 0.16%
22,660
-798
149
$1.11M 0.16%
4,602
-287
150
$1.1M 0.16%
20,152
-416
4 5
6
7 8