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
151
$1.33M 0.14%
6,910
-2,111
152
$1.32M 0.14%
7,148
+1,854
153
$1.31M 0.14%
+28,885
154
$1.28M 0.14%
+22,520
155
$1.27M 0.13%
12,905
+1,948
156
$1.26M 0.13%
21,861
+857
157
$1.25M 0.13%
9,136
+2,577
158
$1.24M 0.13%
1,791
+14
159
$1.24M 0.13%
14,070
-2,292
160
$1.24M 0.13%
1,043
+46
161
$1.24M 0.13%
4,490
+304
162
$1.24M 0.13%
10,375
-1,498
163
$1.23M 0.13%
8,357
-4,390
164
$1.22M 0.13%
29,227
+3,620
165
$1.22M 0.13%
5,432
-216
166
$1.22M 0.13%
30,147
+3,364
167
$1.22M 0.13%
9,681
-871
168
$1.21M 0.13%
4,921
-59
169
$1.2M 0.13%
26,927
+61
170
$1.2M 0.13%
17,157
+130
171
$1.2M 0.13%
88,462
-19,223
172
$1.19M 0.13%
38,033
-2,661
173
$1.19M 0.13%
3,697
+514
174
$1.18M 0.13%
+29,517
175
$1.17M 0.12%
+8,006
5 6
7
8 9