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
276
$258K 0.05%
1,823
-62
277
$253K 0.05%
+4,149
278
$252K 0.05%
+2,084
279
$249K 0.04%
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-254
280
$249K 0.04%
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281
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282
$248K 0.04%
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283
$248K 0.04%
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284
$243K 0.04%
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285
$242K 0.04%
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286
$240K 0.04%
97,158
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287
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288
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3,766
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289
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290
$230K 0.04%
+1,319
291
$229K 0.04%
23,494
-3,327
292
$228K 0.04%
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293
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294
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1,214
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295
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296
$216K 0.04%
3,672
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297
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+1,036
298
$213K 0.04%
+3,925
299
$211K 0.04%
+5,536
300
$211K 0.04%
+927
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