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
$542M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$2.53M
3
+$1.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.59M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.41M

Top Sells

1
+$8.76M
2
+$1.96M
3
+$1.86M
4
CMCSA icon
Comcast
CMCSA
+$1.48M
5
PEP icon
PepsiCo
PEP
+$1.33M

Sector Composition

1 Technology 23.53%
2 Healthcare 12.42%
3 Financials 11.45%
4 Communication Services 11.01%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$330K 0.06%
7,995
-880
252
$328K 0.06%
3,659
+56
253
$326K 0.06%
4,978
+167
254
$322K 0.06%
1,577
+58
255
$318K 0.06%
2,373
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256
$316K 0.06%
3,840
+28
257
$313K 0.06%
6,003
+33
258
$313K 0.06%
1,851
-246
259
$313K 0.06%
+81,480
260
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3,201
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261
$311K 0.06%
5,177
-5
262
$308K 0.06%
4,375
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263
$306K 0.06%
3,448
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264
$305K 0.06%
+6,757
265
$303K 0.06%
+16,832
266
$300K 0.06%
68,541
267
$298K 0.06%
11,004
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268
$288K 0.05%
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269
$288K 0.05%
+6,489
270
$286K 0.05%
+3,163
271
$286K 0.05%
+7,465
272
$280K 0.05%
+55,555
273
$264K 0.05%
4,844
+176
274
$264K 0.05%
+11,405
275
$260K 0.05%
+3,054
9 10
11
12 13