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
$825M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.2M
3
+$6.01M
4
EPAM icon
EPAM Systems
EPAM
+$2.83M
5
CMI icon
Cummins
CMI
+$1.97M

Top Sells

1
+$6.66M
2
+$5.58M
3
+$2.34M
4
AAPL icon
Apple
AAPL
+$2.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.64M

Sector Composition

1 Technology 32.49%
2 Healthcare 10.41%
3 Financials 9.72%
4 Consumer Discretionary 8.56%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$708K 0.09%
80,314
227
$701K 0.08%
12,639
+122
228
$695K 0.08%
466
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229
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230
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2,264
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231
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1,834
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232
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2,691
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233
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8,136
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235
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1,617
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236
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237
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238
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2,660
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239
$631K 0.08%
6,484
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240
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241
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242
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243
$599K 0.07%
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244
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245
$596K 0.07%
4,254
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246
$595K 0.07%
5,937
-1,167
247
$594K 0.07%
5,398
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248
$593K 0.07%
9,825
+219
249
$585K 0.07%
7,561
+467
250
$585K 0.07%
+1,701
8 9
10
11 12