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
426
$221K 0.03%
867
427
$220K 0.03%
6,017
+1,170
428
$216K 0.02%
3,322
+55
429
$214K 0.02%
+2,108
430
$214K 0.02%
+1,357
431
$214K 0.02%
239
432
$213K 0.02%
+3,288
433
$212K 0.02%
3,591
-16
434
$212K 0.02%
3,181
-14
435
$212K 0.02%
7,150
+46
436
$211K 0.02%
209
+33
437
$208K 0.02%
4,442
+10
438
$206K 0.02%
+1,770
439
$206K 0.02%
+9,835
440
$206K 0.02%
1,319
441
$204K 0.02%
3,397
442
$202K 0.02%
+842
443
$202K 0.02%
2,055
-1,942
444
$200K 0.02%
7,878
-28
445
$200K 0.02%
+5,085
446
$195K 0.02%
15,542
+61
447
$182K 0.02%
23,160
-35,832
448
$173K 0.02%
17,918
-107
449
$170K 0.02%
14,430
+163
450
$168K 0.02%
12,525
+47
16 17
18
19 20