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
176
$1.03M 0.12%
5,270
+200
177
$1.02M 0.11%
4,186
-29,541
178
$1.02M 0.11%
796
-365
179
$1.01M 0.11%
29,015
+3,980
180
$1.01M 0.11%
1,853
+2
181
$1.01M 0.11%
18,116
-3,754
182
$1M 0.11%
12,407
+1,601
183
$999K 0.11%
2,892
+1,363
184
$987K 0.11%
25,389
+1,399
185
$983K 0.11%
+25,607
186
$981K 0.11%
+3,667
187
$973K 0.11%
14,368
+1,114
188
$972K 0.11%
3,386
-132
189
$969K 0.11%
24,565
+851
190
$968K 0.11%
3,183
+526
191
$952K 0.11%
4,729
+30
192
$949K 0.11%
386
-1
193
$942K 0.11%
6,988
+24
194
$933K 0.1%
6,057
195
$931K 0.1%
2,929
-940
196
$929K 0.1%
18,683
+10,674
197
$928K 0.1%
4,418
+1,781
198
$925K 0.1%
9,435
+3,296
199
$915K 0.1%
10,414
-538
200
$902K 0.1%
5,294
+1,184
6 7
8
9 10