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
201
$968K 0.1%
16,027
+5,654
202
$963K 0.1%
123,559
+73,656
203
$960K 0.1%
25,809
+420
204
$951K 0.1%
26,682
+9,876
205
$948K 0.1%
24,423
+4,470
206
$945K 0.1%
11,399
+548
207
$911K 0.1%
27,229
-239,103
208
$908K 0.1%
4,913
-166
209
$902K 0.1%
1,729
-92
210
$900K 0.1%
1,963
-1,661
211
$895K 0.09%
4,031
+503
212
$891K 0.09%
14,902
-3,655
213
$890K 0.09%
1,648
-62
214
$882K 0.09%
9,001
215
$866K 0.09%
2,265
-128
216
$855K 0.09%
7,716
-355
217
$854K 0.09%
5,114
+54
218
$844K 0.09%
16,113
-921
219
$844K 0.09%
6,504
+1,158
220
$843K 0.09%
+31,723
221
$843K 0.09%
9,390
+79
222
$836K 0.09%
13,354
-490
223
$836K 0.09%
14,033
224
$833K 0.09%
602
-194
225
$825K 0.09%
7,940
-266
7 8
9
10 11