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
$825M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.2M
3
+$6.01M
4
EPAM icon
EPAM Systems
EPAM
+$2.83M
5
CMI icon
Cummins
CMI
+$1.97M

Top Sells

1
+$6.66M
2
+$5.58M
3
+$2.34M
4
AAPL icon
Apple
AAPL
+$2.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.64M

Sector Composition

1 Technology 32.49%
2 Healthcare 10.41%
3 Financials 9.72%
4 Consumer Discretionary 8.56%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$262K 0.03%
2,291
-404
352
$262K 0.03%
807
-249
353
$261K 0.03%
7,080
+13
354
$261K 0.03%
6,926
355
$260K 0.03%
+66,486
356
$257K 0.03%
9,744
-232
357
$256K 0.03%
4,153
-42
358
$256K 0.03%
10,370
-112
359
$256K 0.03%
16,676
-129
360
$255K 0.03%
4,847
+745
361
$254K 0.03%
1,006
-85
362
$254K 0.03%
4,519
-219
363
$253K 0.03%
+9,312
364
$252K 0.03%
+3,222
365
$251K 0.03%
5,553
-53
366
$247K 0.03%
1,273
-22
367
$247K 0.03%
+5,234
368
$247K 0.03%
5,366
369
$246K 0.03%
10,160
-13,056
370
$242K 0.03%
3,988
+583
371
$240K 0.03%
4,733
-55
372
$240K 0.03%
2,460
-36
373
$239K 0.03%
4,778
+169
374
$238K 0.03%
4,993
-1,597
375
$238K 0.03%
3,786
-17
13 14
15
16 17