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
$534M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.44M
3
+$7.25M
4
AAPL icon
Apple
AAPL
+$7.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.11M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$1.61M
4
CELG
Celgene Corp
CELG
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$836K

Sector Composition

1 Technology 23.43%
2 Healthcare 11.71%
3 Financials 11.31%
4 Communication Services 10.37%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$240K 0.05%
3,590
+100
277
$240K 0.05%
10,115
-427
278
$229K 0.04%
2,093
279
$228K 0.04%
8,350
+197
280
$219K 0.04%
575
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281
$219K 0.04%
4,695
282
$218K 0.04%
12,042
283
$218K 0.04%
5,144
-1,366
284
$216K 0.04%
3,983
-2,786
285
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4,121
+10
286
$208K 0.04%
3,506
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287
$207K 0.04%
+5,567
288
$201K 0.04%
4,668
-2,663
289
$201K 0.04%
2,150
-188
290
$200K 0.04%
2,325
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291
$187K 0.04%
12,589
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292
$160K 0.03%
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293
$152K 0.03%
12,454
-4,782
294
$131K 0.02%
12,492
+96
295
$121K 0.02%
13,792
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296
$91K 0.02%
+22,174
297
$90K 0.02%
+10,156
298
– –
-11,760
299
– –
-2,502
300
– –
-4,852
9 10 11
12
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