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
$869M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.02M
3
+$3.31M
4
DIS icon
Walt Disney
DIS
+$2.39M
5
TEAM icon
Atlassian
TEAM
+$2.3M

Top Sells

1
+$6.92M
2
+$6.27M
3
+$6.1M
4
ASML icon
ASML
ASML
+$1.28M
5
FTNT icon
Fortinet
FTNT
+$1.21M

Sector Composition

1 Technology 31.48%
2 Financials 10.77%
3 Healthcare 10.71%
4 Consumer Discretionary 8.22%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$768K 0.09%
74,965
-580
227
$761K 0.09%
7,063
-757
228
$750K 0.09%
40,178
-10,300
229
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10,102
+468
230
$707K 0.08%
1,572
-45
231
$702K 0.08%
23,319
+2,667
232
$690K 0.08%
+6,706
233
$686K 0.08%
2,520
+1,246
234
$680K 0.08%
4,685
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235
$666K 0.08%
+12,010
236
$663K 0.08%
9,492
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237
$645K 0.07%
+1,870
238
$642K 0.07%
5,941
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239
$636K 0.07%
8,136
240
$629K 0.07%
2,608
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241
$627K 0.07%
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242
$626K 0.07%
6,532
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243
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17,438
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244
$625K 0.07%
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245
$621K 0.07%
4,346
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246
$617K 0.07%
4,130
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247
$616K 0.07%
10,090
-674
248
$614K 0.07%
8,108
-7
249
$612K 0.07%
2,060
-204
250
$612K 0.07%
+2,306
8 9
10
11 12