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
251
$612K 0.07%
+11,280
252
$610K 0.07%
14,134
-5,619
253
$606K 0.07%
6,731
+170
254
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3,023
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255
$604K 0.07%
8,759
+1,732
256
$594K 0.07%
7,508
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257
$591K 0.07%
1,763
-71
258
$587K 0.07%
10,004
-2,635
259
$586K 0.07%
1,278
-140
260
$581K 0.07%
1,831
+130
261
$577K 0.07%
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262
$576K 0.07%
+9,906
263
$574K 0.07%
2,706
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264
$574K 0.07%
4,782
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265
$571K 0.07%
9,513
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266
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8,046
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5,193
-8,860
269
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2,788
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270
$537K 0.06%
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271
$535K 0.06%
7,346
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272
$534K 0.06%
3,254
-280
273
$530K 0.06%
15,289
-8,236
274
$524K 0.06%
7,700
+139
275
$524K 0.06%
8,809
+4,799
9 10
11
12 13