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
276
$522K 0.06%
+6,717
277
$520K 0.06%
4,103
278
$516K 0.06%
+5,778
279
$515K 0.06%
11,589
+747
280
$514K 0.06%
5,279
+715
281
$512K 0.06%
+1,619
282
$508K 0.06%
7,945
+563
283
$507K 0.06%
7,183
-480
284
$492K 0.06%
23,959
+13,799
285
$491K 0.06%
4,272
+3
286
$487K 0.06%
5,343
-113
287
$485K 0.06%
4,287
+250
288
$484K 0.06%
19,682
+8,546
289
$478K 0.06%
11,663
+48
290
$478K 0.06%
1,498
+587
291
$477K 0.05%
+78,000
292
$476K 0.05%
5,869
-95
293
$476K 0.05%
11,633
-1,048
294
$476K 0.05%
+3,577
295
$475K 0.05%
+13,466
296
$469K 0.05%
10,464
+5,686
297
$466K 0.05%
7,545
+2,401
298
$466K 0.05%
+2,232
299
$463K 0.05%
1,596
-104
300
$460K 0.05%
+14,900
10 11
12
13 14