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
151
$1.12M 0.15%
25,501
+6,557
152
$1.11M 0.15%
5,436
+164
153
$1.09M 0.14%
12,698
-1,306
154
$1.08M 0.14%
20,082
-432
155
$1.07M 0.14%
2,772
-925
156
$1.06M 0.14%
3,118
-563
157
$1.05M 0.14%
7,079
-49
158
$1.05M 0.14%
18,704
-19,711
159
$1.04M 0.14%
3,076
+1,165
160
$1.03M 0.14%
5,467
+1,572
161
$1.02M 0.14%
11,012
-44
162
$1.01M 0.13%
5,500
+164
163
$1M 0.13%
14,044
-720
164
$997K 0.13%
+17,735
165
$996K 0.13%
33,519
-5,560
166
$989K 0.13%
26,034
-3,250
167
$974K 0.13%
20,857
+4,841
168
$953K 0.13%
1,732
-2
169
$952K 0.13%
4,522
+127
170
$951K 0.13%
3,455
-947
171
$946K 0.13%
8,445
+2,891
172
$934K 0.12%
436
-63
173
$934K 0.12%
6,702
-10
174
$934K 0.12%
18,772
+8,441
175
$932K 0.12%
25,470
+80
5 6
7
8 9