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
426
$278K 0.03%
1,590
-18
427
$278K 0.03%
1,351
-12
428
$277K 0.03%
4,185
+38
429
$277K 0.03%
508
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$277K 0.03%
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431
$272K 0.03%
4,077
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432
$271K 0.03%
6,449
-65
433
$271K 0.03%
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434
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$269K 0.03%
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436
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2,290
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437
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439
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11,337
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440
$263K 0.03%
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441
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442
$262K 0.02%
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443
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444
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445
$257K 0.02%
1,678
-16
446
$254K 0.02%
+3,473
447
$250K 0.02%
3,244
-2,038
448
$248K 0.02%
+606
449
$237K 0.02%
+2,659
450
$236K 0.02%
2,458
-29
16 17
18
19 20