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
276
$259K 0.05%
+11,806
277
$259K 0.05%
6,487
-92
278
$254K 0.05%
880
-132
279
$249K 0.05%
+15,501
280
$245K 0.05%
4,023
+517
281
$243K 0.04%
3,483
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282
$242K 0.04%
2,093
283
$240K 0.04%
1,803
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284
$233K 0.04%
+48,356
285
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4,613
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286
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287
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288
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289
$207K 0.04%
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290
$206K 0.04%
+2,321
291
$202K 0.04%
+2,245
292
$200K 0.04%
17,364
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293
$176K 0.03%
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294
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8,233
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295
$148K 0.03%
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296
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15,114
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297
$137K 0.03%
14,399
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298
$136K 0.03%
10,573
+417
299
$121K 0.02%
+11,538
300
$100K 0.02%
10,131
-2,361
10 11
12
13 14