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
126
$1.69M 0.18%
4,286
-49
127
$1.68M 0.18%
3,804
+912
128
$1.67M 0.18%
8,287
+1,749
129
$1.64M 0.17%
10,404
+9,128
130
$1.61M 0.17%
6,149
-903
131
$1.6M 0.17%
3,273
-621
132
$1.57M 0.17%
18,515
-718
133
$1.55M 0.16%
83,468
+1,838
134
$1.52M 0.16%
22,522
+5,809
135
$1.5M 0.16%
1,681
+7
136
$1.5M 0.16%
7,983
+78
137
$1.49M 0.16%
42,274
-1,202
138
$1.47M 0.16%
4,422
+36
139
$1.47M 0.16%
3,308
+50
140
$1.46M 0.16%
14,105
-4,068
141
$1.44M 0.15%
12,591
+2,939
142
$1.44M 0.15%
3,241
+51
143
$1.43M 0.15%
43,673
+666
144
$1.42M 0.15%
12,833
-1,705
145
$1.41M 0.15%
3,758
+96
146
$1.39M 0.15%
29,272
+257
147
$1.38M 0.15%
26,414
-725
148
$1.37M 0.15%
32,260
-1,790
149
$1.36M 0.14%
16,192
-981
150
$1.33M 0.14%
20,718
-1,192
4 5
6
7 8