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
$890M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.49M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$5.19M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.94M

Top Sells

1
+$11.1M
2
+$8.51M
3
+$7.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.22M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$7.14M

Sector Composition

1 Technology 31.12%
2 Financials 10%
3 Healthcare 9.75%
4 Consumer Discretionary 6.54%
5 Communication Services 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.14%
21,567
-2,343
152
$1.25M 0.14%
3,662
+915
153
$1.24M 0.14%
21,004
-7,168
154
$1.23M 0.14%
1,674
-300
155
$1.23M 0.14%
16,362
-1,248
156
$1.19M 0.13%
26,866
+17,631
157
$1.19M 0.13%
4,980
-305
158
$1.19M 0.13%
1,777
-14
159
$1.19M 0.13%
18,173
-1,458
160
$1.18M 0.13%
+25,460
161
$1.16M 0.13%
13,164
-766
162
$1.16M 0.13%
5,994
-5
163
$1.15M 0.13%
10,957
+3,526
164
$1.12M 0.13%
6,538
-3,139
165
$1.12M 0.13%
16,713
-88,543
166
$1.11M 0.12%
9,652
+348
167
$1.1M 0.12%
17,173
+7,008
168
$1.1M 0.12%
17,027
-620
169
$1.08M 0.12%
+13,808
170
$1.08M 0.12%
23,793
-1,078
171
$1.06M 0.12%
6,352
-2,198
172
$1.05M 0.12%
1,821
-1,032
173
$1.04M 0.12%
26,783
+13,576
174
$1.04M 0.12%
21,196
+8,773
175
$1.04M 0.12%
36,555
-4,500
5 6
7
8 9