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
351
$300K 0.03%
4,621
+272
352
$298K 0.03%
1,449
-3,027
353
$298K 0.03%
21,859
+218
354
$298K 0.03%
4,603
+84
355
$290K 0.03%
+2,974
356
$289K 0.03%
16,146
-33
357
$289K 0.03%
7,367
+1,780
358
$288K 0.03%
7,160
+8
359
$287K 0.03%
3,809
+587
360
$286K 0.03%
3,040
+53
361
$283K 0.03%
3,220
+14
362
$282K 0.03%
+15,764
363
$281K 0.03%
2,216
+77
364
$281K 0.03%
+5,709
365
$279K 0.03%
5,821
+98
366
$278K 0.03%
7,618
+1,073
367
$277K 0.03%
+1,917
368
$277K 0.03%
6,058
+692
369
$276K 0.03%
1,386
-267
370
$276K 0.03%
+2,045
371
$275K 0.03%
4,133
+20
372
$273K 0.03%
2,282
-9
373
$273K 0.03%
9,388
+76
374
$270K 0.03%
4,888
-7
375
$270K 0.03%
8,577
+2,021
13 14
15
16 17