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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$842K 0.08%
6,155
-158
227
$838K 0.08%
3,411
-1,405
228
$832K 0.08%
+3,995
229
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231
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7,456
+2,412
232
$819K 0.08%
10,110
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233
$811K 0.08%
15,426
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234
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235
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236
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6,845
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237
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3,502
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238
$791K 0.08%
36,322
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239
$785K 0.07%
3,978
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240
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11,799
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241
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242
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243
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5,731
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244
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21,554
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245
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19,509
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246
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247
$761K 0.07%
78,650
+2,200
248
$756K 0.07%
21,898
-13,130
249
$751K 0.07%
12,716
-2,999
250
$748K 0.07%
14,033
8 9
10
11 12