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
401
$211K 0.03%
+3,124
402
$209K 0.03%
+1,319
403
$209K 0.03%
+5,587
404
$207K 0.03%
+3,330
405
$207K 0.03%
+7,906
406
$207K 0.03%
2,671
-399
407
$207K 0.03%
+3,267
408
$206K 0.02%
3,397
409
$206K 0.02%
+3,470
410
$204K 0.02%
+4,387
411
$202K 0.02%
3,195
-39
412
$191K 0.02%
+239
413
$178K 0.02%
+14,267
414
$174K 0.02%
15,071
-84
415
$171K 0.02%
12,478
-56
416
$168K 0.02%
18,025
-4,628
417
$128K 0.02%
14,702
+4,330
418
$120K 0.01%
18,972
-1,937
419
$115K 0.01%
+13,100
420
$113K 0.01%
39,668
-11,464
421
– –
-5,082
422
– –
-4,159
423
– –
-4,480
424
– –
-5,556
425
– –
-9,956
15 16
17
18 19