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
176
$928K 0.12%
10,170
-1,796
177
$928K 0.12%
11,333
-388
178
$922K 0.12%
2,897
-17
179
$921K 0.12%
25,948
+1,658
180
$919K 0.12%
11,445
-131
181
$916K 0.12%
23,774
+995
182
$914K 0.12%
10,968
+198
183
$910K 0.12%
5,781
-114
184
$905K 0.12%
5,419
-2,075
185
$903K 0.12%
+17,322
186
$876K 0.12%
9,096
+1,175
187
$871K 0.12%
2,639
-29
188
$865K 0.11%
23,058
+982
189
$862K 0.11%
11,998
+3,832
190
$850K 0.11%
4,362
+640
191
$848K 0.11%
7,983
-215
192
$844K 0.11%
5,837
-68
193
$841K 0.11%
6,767
-48
194
$836K 0.11%
14,033
195
$833K 0.11%
4,170
-52
196
$830K 0.11%
2,148
-1,527
197
$824K 0.11%
6,093
-167
198
$821K 0.11%
15,591
-219
199
$820K 0.11%
19,450
+4,717
200
$804K 0.11%
9,732
-103
6 7
8
9 10