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
326
$349K 0.04%
4,339
+498
327
$348K 0.04%
9,147
-679
328
$346K 0.04%
7,634
+38
329
$342K 0.04%
7,050
-30
330
$342K 0.04%
7,383
-491
331
$340K 0.04%
2,126
+11
332
$339K 0.04%
3,444
-727
333
$334K 0.04%
+2,890
334
$332K 0.04%
3,681
+96
335
$332K 0.04%
7,014
-696
336
$331K 0.04%
6,581
+37
337
$330K 0.04%
11,121
-75
338
$328K 0.04%
2,372
+11
339
$327K 0.04%
15,302
+4,901
340
$325K 0.04%
1,079
-11
341
$322K 0.04%
4,408
+838
342
$319K 0.04%
5,002
+196
343
$312K 0.04%
2,072
-4
344
$311K 0.04%
4,468
+68
345
$308K 0.04%
+16,315
346
$307K 0.04%
1,566
-2,607
347
$304K 0.04%
9,747
+1,069
348
$303K 0.03%
+10,373
349
$301K 0.03%
+4,941
350
$300K 0.03%
412
-1,100
12 13
14
15 16