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
301
$210K 0.04%
+2,113
302
$209K 0.04%
+6,372
303
$207K 0.04%
+516
304
$207K 0.04%
20,796
+3,535
305
$206K 0.04%
+5,364
306
$205K 0.04%
3,397
-5,546
307
$205K 0.04%
22,219
+11,233
308
$203K 0.04%
+11,596
309
$203K 0.04%
+2,820
310
$201K 0.04%
+8,390
311
$200K 0.04%
4,201
-5,395
312
$189K 0.03%
23,037
-673
313
$178K 0.03%
15,596
-2,747
314
$172K 0.03%
+11,208
315
$149K 0.03%
14,203
-3,763
316
$148K 0.03%
27,056
+12,749
317
$147K 0.03%
12,417
+803
318
$145K 0.03%
+4,753
319
$144K 0.03%
+26,357
320
$137K 0.02%
24,345
-111,174
321
$134K 0.02%
+14,853
322
$127K 0.02%
+11,654
323
$127K 0.02%
+10,403
324
$127K 0.02%
+11,864
325
$120K 0.02%
+10,730
11 12
13
14 15