MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $2.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
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
+$7.17M
2
+$6.46M
3
+$6.27M
4
EPAM icon
EPAM Systems
EPAM
+$2.59M
5
CMI icon
Cummins
CMI
+$2.06M

Top Sells

1
+$6.63M
2
+$5.58M
3
+$2.34M
4
AAPL icon
Apple
AAPL
+$2.03M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.57M

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
426
– –
-5,658
427
– –
-17,184
428
– –
-11,560
429
– –
-2,567
430
– –
-13,584
431
– –
-23,459
432
– –
-155,075
433
– –
-2,713
434
– –
-43,354
435
– –
-5,397
436
– –
-6,419
437
– –
-10,179
438
– –
-4,992
439
– –
-7,440
440
– –
-15,148
441
– –
-2,345
442
– –
-4,271
443
– –
-5,154
444
– –
-3,648
445
– –
-7,124
446
– –
-4,509
447
– –
-61,640
448
– –
-3,552
449
– –
-1,399
450
– –
-4,005
15 16 17
18
19