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
$765M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$6.43M
3
+$5.7M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.14M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Top Sells

1
+$7.27M
2
+$5.79M
3
+$2.77M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
5
BABA icon
Alibaba
BABA
+$1.96M

Sector Composition

1 Technology 31.56%
2 Healthcare 11.25%
3 Financials 9.28%
4 Consumer Discretionary 8.72%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.17%
13,929
-591
127
$1.24M 0.16%
9,165
-1,120
128
$1.23M 0.16%
5,669
+84
129
$1.22M 0.16%
11,987
+847
130
$1.22M 0.16%
23,760
+3,060
131
$1.22M 0.16%
10,874
-924
132
$1.21M 0.16%
7,962
-9,873
133
$1.21M 0.16%
20,849
-2,986
134
$1.19M 0.16%
14,810
+397
135
$1.19M 0.16%
22,593
+2,441
136
$1.19M 0.15%
13,888
-2,060
137
$1.18M 0.15%
27,199
+127
138
$1.17M 0.15%
15,598
+7,791
139
$1.17M 0.15%
5,781
-2,870
140
$1.16M 0.15%
6,812
+424
141
$1.14M 0.15%
9,956
-607
142
$1.13M 0.15%
8,200
-943
143
$1.13M 0.15%
5,052
+2,235
144
$1.12M 0.15%
4,602
145
$1.11M 0.15%
16,324
+798
146
$1.11M 0.15%
6,071
+95
147
$1.11M 0.14%
7,820
+429
148
$1.1M 0.14%
5,465
-1,971
149
$1.1M 0.14%
22,701
+1,252
150
$1.09M 0.14%
15,785
-3,338
4 5
6
7 8