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
251
$358K 0.06%
+9,543
252
$355K 0.06%
4,723
-749
253
$348K 0.06%
8,122
+359
254
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255
$338K 0.06%
4,804
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256
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257
$332K 0.06%
5,900
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258
$331K 0.06%
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259
$322K 0.06%
+6,255
260
$319K 0.06%
3,166
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261
$315K 0.06%
68,541
262
$313K 0.06%
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263
$312K 0.06%
5,642
-27,478
264
$308K 0.06%
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265
$304K 0.05%
5,521
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266
$304K 0.05%
40,538
-11,948
267
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268
$292K 0.05%
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269
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270
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271
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272
$266K 0.05%
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273
$264K 0.05%
+1,356
274
$263K 0.05%
5,529
-6,438
275
$260K 0.05%
+5,338
9 10
11
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