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
201
$802K 0.11%
12,237
+3,098
202
$800K 0.11%
12,113
+363
203
$795K 0.11%
28,318
+1,227
204
$778K 0.1%
4,982
+136
205
$778K 0.1%
28,100
+5,281
206
$777K 0.1%
3,338
+235
207
$775K 0.1%
3,729
-15
208
$769K 0.1%
21,081
-156
209
$765K 0.1%
12,980
-192
210
$764K 0.1%
2,103
-83
211
$761K 0.1%
2,742
-376
212
$754K 0.1%
9,643
+3,232
213
$750K 0.1%
15,714
+410
214
$748K 0.1%
24,763
+959
215
$742K 0.1%
20,880
+6,330
216
$724K 0.1%
20,749
-8,396
217
$723K 0.1%
+1,802
218
$718K 0.1%
11,068
-197
219
$717K 0.1%
18,920
+1,339
220
$716K 0.1%
7,697
+3,723
221
$716K 0.1%
22,291
+9,461
222
$716K 0.1%
19,877
+2,001
223
$715K 0.09%
24,288
+8,217
224
$714K 0.09%
2,137
-225
225
$710K 0.09%
4,700
-80
7 8
9
10 11