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
201
$814K 0.11%
9,127
+1,212
202
$813K 0.11%
16,344
-6,316
203
$812K 0.11%
15,230
-43
204
$805K 0.11%
7,680
+813
205
$793K 0.1%
10,934
+1,408
206
$789K 0.1%
10,179
+1,126
207
$786K 0.1%
10,622
-3,554
208
$784K 0.1%
7,460
-467
209
$779K 0.1%
101,154
+24,646
210
$779K 0.1%
20,444
+7,159
211
$775K 0.1%
4,266
-1,117
212
$765K 0.1%
5,768
-1,971
213
$765K 0.1%
3,473
-10
214
$762K 0.1%
5,078
+1,300
215
$754K 0.1%
+4,690
216
$749K 0.1%
22,824
-11,840
217
$748K 0.1%
11,058
-685
218
$748K 0.1%
13,584
-5,280
219
$734K 0.1%
11,295
+1,777
220
$732K 0.1%
1,911
+469
221
$730K 0.1%
12,517
-401
222
$682K 0.09%
29,942
+14,642
223
$681K 0.09%
6,082
+2,756
224
$681K 0.09%
+23,294
225
$681K 0.09%
+3,436
7 8
9
10 11