MYIA
Mount Yale Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Return
17.56%
This Quarter Return
+14.39%
1 Year Return
+17.56%
3 Year Return
+73.55%
5 Year Return
+134.29%
10 Year Return
–
AUM
$534M
AUM Growth
+$41.3M
(+8.4%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
26.94%
Holding
317
New
13
Increased
82
Reduced
157
Closed
20
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$9.1M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$8.44M |
| 3 |
Delta Air Lines
DAL
|
$7.25M |
| 4 |
Apple
AAPL
|
$7.01M |
| 5 |
VIAB
Viacom Inc. Class B
VIAB
|
$6.11M |
Top Sells
| 1 |
GAP
The Gap, Inc.
GAP
|
$6.43M |
| 2 |
Lumen
LUMN
|
$6.37M |
| 3 |
Novo Nordisk
NVO
|
$1.61M |
| 4 |
CELG
Celgene Corp
CELG
|
$1.02M |
| 5 |
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% |
