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
176
$1.16M 0.12%
+23,319
177
$1.15M 0.12%
25,807
+347
178
$1.15M 0.12%
10,106
+671
179
$1.11M 0.12%
2,291
+1,159
180
$1.1M 0.12%
11,262
+4,975
181
$1.09M 0.12%
16,708
+2,340
182
$1.09M 0.12%
6,060
+66
183
$1.08M 0.11%
3,595
-72
184
$1.06M 0.11%
13,715
+2,357
185
$1.03M 0.11%
27,459
+4,040
186
$1.03M 0.11%
2,221
+143
187
$1.02M 0.11%
3,415
+29
188
$1.01M 0.11%
20,628
-568
189
$1.01M 0.11%
+6,896
190
$1.01M 0.11%
8,467
-348
191
$1.01M 0.11%
18,116
192
$998K 0.11%
25,235
+670
193
$998K 0.11%
11,101
-18
194
$989K 0.1%
13,323
+2,069
195
$987K 0.1%
6,078
+21
196
$984K 0.1%
5,124
-557
197
$981K 0.1%
4,796
+67
198
$976K 0.1%
2,075
+222
199
$972K 0.1%
11,580
+6,451
200
$971K 0.1%
4,038
-380
6 7
8
9 10