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
$558M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.96M
3
+$4.43M
4
GLD icon
SPDR Gold Trust
GLD
+$3.3M
5
AAPL icon
Apple
AAPL
+$3.01M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$3.44M
4
DAL icon
Delta Air Lines
DAL
+$3.43M
5
ALLY icon
Ally Financial
ALLY
+$3.38M

Sector Composition

1 Technology 28.83%
2 Healthcare 13.67%
3 Financials 9.96%
4 Communication Services 9.17%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$499K 0.09%
4,714
-200
227
$498K 0.09%
6,795
-368
228
$494K 0.09%
2,678
-14
229
$492K 0.09%
+7,173
230
$487K 0.09%
4,411
-231
231
$483K 0.09%
22,337
+1,082
232
$481K 0.09%
+8,799
233
$478K 0.09%
+13,605
234
$471K 0.08%
+2,615
235
$468K 0.08%
2,766
-7,352
236
$467K 0.08%
5,694
-42
237
$464K 0.08%
3,135
-2,353
238
$455K 0.08%
26,479
+16,141
239
$449K 0.08%
2,338
+2
240
$438K 0.08%
388
+109
241
$437K 0.08%
16,219
+1,487
242
$436K 0.08%
5,454
+135
243
$427K 0.08%
5,361
+5
244
$423K 0.08%
3,242
+34
245
$404K 0.07%
10,667
-4,292
246
$383K 0.07%
107,100
-152
247
$380K 0.07%
+4,345
248
$376K 0.07%
6,664
+627
249
$363K 0.07%
16,900
+1,929
250
$359K 0.06%
2,340
+70
8 9
10
11 12