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
$765M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$6.43M
3
+$5.7M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.14M
5
MSFT icon
Microsoft
MSFT
+$2.27M

Top Sells

1
+$7.27M
2
+$5.79M
3
+$2.77M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.37M
5
BABA icon
Alibaba
BABA
+$1.96M

Sector Composition

1 Technology 31.56%
2 Healthcare 11.25%
3 Financials 9.28%
4 Consumer Discretionary 8.72%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$939K 0.12%
+35,791
177
$936K 0.12%
11,819
+1,339
178
$928K 0.12%
9,636
+2,103
179
$920K 0.12%
10,997
-4,019
180
$920K 0.12%
15,356
-226
181
$905K 0.12%
25,540
-25,140
182
$898K 0.12%
5,416
-1,161
183
$880K 0.11%
4,153
-1,490
184
$880K 0.11%
3,552
-263
185
$878K 0.11%
4,196
+177
186
$870K 0.11%
4,291
+959
187
$869K 0.11%
2,101
+122
188
$868K 0.11%
15,859
+1,375
189
$867K 0.11%
2,511
-266
190
$865K 0.11%
14,033
-2,091
191
$865K 0.11%
23,872
-1,622
192
$863K 0.11%
8,992
+272
193
$844K 0.11%
1,436
+344
194
$842K 0.11%
80,314
195
$841K 0.11%
2,986
-138
196
$835K 0.11%
6,419
-5,036
197
$834K 0.11%
8,733
-173
198
$833K 0.11%
9,540
+786
199
$826K 0.11%
5,975
+2,604
200
$824K 0.11%
+5,600
6 7
8
9 10