MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
This Quarter Return
+3.52%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$559M
AUM Growth
+$559M
(+3.2%)
Cap. Flow
-$37.1M
Cap. Flow
% of AUM
-6.63%
Top 10 Holdings %
Top 10 Hldgs %
26.46%
Holding
331
New
27
Increased
114
Reduced
147
Closed
29
Top Buys
| 1 |
UnitedHealth
UNH
|
$7.6M |
| 2 |
Ally Financial
ALLY
|
$6.95M |
| 3 |
SAP
SAP
|
$1.62M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$1.56M |
| 5 |
VIAB
Viacom Inc. Class B
VIAB
|
$1.53M |
Top Sells
| 1 |
Apple
AAPL
|
$20.6M |
| 2 |
Cummins
CMI
|
$8.7M |
| 3 |
Prudential Financial
PRU
|
$6.51M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.65M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.72M |
Sector Composition
| 1 | Technology | 24.17% |
| 2 | Healthcare | 14.12% |
| 3 | Financials | 11.64% |
| 4 | Communication Services | 9.73% |
| 5 | Consumer Discretionary | 8.53% |
