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
$825M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.2M
3
+$6.01M
4
EPAM icon
EPAM Systems
EPAM
+$2.83M
5
CMI icon
Cummins
CMI
+$1.97M

Top Sells

1
+$6.66M
2
+$5.58M
3
+$2.34M
4
AAPL icon
Apple
AAPL
+$2.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.64M

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
– –
-4,005
452
– –
-4,596
453
– –
-5,151
454
– –
-21,058
455
– –
-1,428
15 16 17 18
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