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
401
$245K 0.03%
+3,068
402
$244K 0.03%
10,349
-21
403
$244K 0.03%
+1,744
404
$243K 0.03%
6,561
-2,079
405
$241K 0.03%
+625
406
$240K 0.03%
3,925
+774
407
$239K 0.03%
9,845
+73
408
$238K 0.03%
1,992
-393
409
$238K 0.03%
+1,564
410
$236K 0.03%
12,122
+1,938
411
$234K 0.03%
1,576
+32
412
$232K 0.03%
+4,788
413
$231K 0.03%
4,208
-785
414
$231K 0.03%
6,073
-1,052
415
$229K 0.03%
+1,376
416
$228K 0.03%
+6,773
417
$227K 0.03%
+2,540
418
$227K 0.03%
+7,988
419
$226K 0.03%
+1,973
420
$225K 0.03%
+4,718
421
$225K 0.03%
3,244
-18
422
$224K 0.03%
4,005
+17
423
$223K 0.03%
+3,328
424
$223K 0.03%
+854
425
$221K 0.03%
+2,474
15 16
17
18 19