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
326
$116K 0.02%
+12,486
327
$107K 0.02%
+18,082
328
$98K 0.02%
+43,000
329
$76K 0.01%
+10,957
330
$44K 0.01%
68,000
331
$2K ﹤0.01%
+13,726
332
– –
-52,046
333
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-12,688
334
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-234,507
335
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-2,437
336
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-24,718
337
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-8,875
338
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-2,700
339
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-10,799
340
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-2,627
341
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-9,699
342
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-21,086
343
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-13,888
344
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-238,575
345
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-16,234
346
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-5,459
347
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-21,008
348
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-2,023
349
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-10,261
350
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-12,235
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