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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$358K 0.03%
+2,397
377
$356K 0.03%
12,149
-4,426
378
$354K 0.03%
+2,033
379
$353K 0.03%
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380
$352K 0.03%
80,001
+5,000
381
$351K 0.03%
9,461
-1,064
382
$350K 0.03%
748
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383
$346K 0.03%
10,264
+1,144
384
$345K 0.03%
6,232
-2,961
385
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386
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387
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388
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389
$339K 0.03%
24,909
-5,098
390
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391
$337K 0.03%
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393
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1,491
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394
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1,270
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395
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396
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397
$322K 0.03%
1,090
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398
$321K 0.03%
8,185
-61
399
$320K 0.03%
3,171
-33
400
$319K 0.03%
+7,353
14 15
16
17 18