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
126
$1.33M 0.18%
31,198
+5,414
127
$1.32M 0.18%
15,153
+324
128
$1.32M 0.18%
8,104
-787
129
$1.27M 0.17%
3,944
+58
130
$1.27M 0.17%
27,392
+794
131
$1.27M 0.17%
4,476
-79
132
$1.27M 0.17%
8,783
+87
133
$1.26M 0.17%
1,167
+1
134
$1.26M 0.17%
7,825
-47
135
$1.26M 0.17%
16,148
+7,146
136
$1.25M 0.17%
43,635
+3,265
137
$1.22M 0.16%
6,550
+119
138
$1.22M 0.16%
16,020
-8,007
139
$1.21M 0.16%
14,070
140
$1.21M 0.16%
22,771
+11,484
141
$1.21M 0.16%
4,473
+94
142
$1.19M 0.16%
5,176
+584
143
$1.18M 0.16%
35,775
+567
144
$1.16M 0.15%
16,962
-16,883
145
$1.16M 0.15%
14,117
-5,596
146
$1.15M 0.15%
96,179
-699
147
$1.15M 0.15%
10,647
+48
148
$1.14M 0.15%
8,694
-4
149
$1.13M 0.15%
14,907
+1,800
150
$1.13M 0.15%
3,168
-770
4 5
6
7 8