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
201
$898K 0.1%
9,765
+5,076
202
$897K 0.1%
9,001
-7,669
203
$892K 0.1%
13,282
-14,981
204
$888K 0.1%
3,842
-235
205
$880K 0.1%
19,818
+8,105
206
$879K 0.1%
2,128
-23
207
$875K 0.1%
23,419
-1,864
208
$875K 0.1%
10,851
+453
209
$872K 0.1%
9,399
-704
210
$871K 0.1%
11,119
+5,845
211
$867K 0.1%
11,254
-9,487
212
$866K 0.1%
4,158
+2,330
213
$865K 0.1%
5,681
-886
214
$862K 0.1%
13,440
+6,890
215
$856K 0.1%
1,710
-441
216
$855K 0.1%
5,292
+58
217
$853K 0.1%
3,528
+1,236
218
$846K 0.1%
3,109
+2,027
219
$844K 0.09%
17,955
-1,190
220
$842K 0.09%
13,844
+650
221
$837K 0.09%
+17,034
222
$833K 0.09%
14,997
+4,955
223
$831K 0.09%
15,287
+8,421
224
$830K 0.09%
6,559
-570
225
$829K 0.09%
2,393
+64
7 8
9
10 11