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
451
– –
-4,596
452
– –
-5,151
453
– –
-21,058
454
– –
-1,428
455
– –
-9,956
15 16 17 18
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