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
301
$459K 0.05%
7,107
+3,723
302
$458K 0.05%
2,751
+201
303
$456K 0.05%
2,818
+342
304
$451K 0.05%
12,317
+85
305
$442K 0.05%
+4,667
306
$441K 0.05%
+62,913
307
$435K 0.05%
3,578
+1,125
308
$431K 0.05%
+3,220
309
$415K 0.05%
+28,672
310
$410K 0.05%
+8,085
311
$409K 0.05%
614
-28
312
$404K 0.05%
+2,781
313
$402K 0.05%
8,602
+2,608
314
$401K 0.05%
18,145
+40
315
$398K 0.05%
+2,402
316
$398K 0.05%
+1,490
317
$389K 0.04%
2,375
-3,008
318
$384K 0.04%
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319
$383K 0.04%
2,160
-5
320
$375K 0.04%
1,953
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321
$373K 0.04%
7,364
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322
$366K 0.04%
+22,327
323
$355K 0.04%
1,490
+187
324
$353K 0.04%
1,606
-1,085
325
$350K 0.04%
4,255
-2
11 12
13
14 15