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
451
$167K 0.02%
15,108
+37
452
$163K 0.02%
37,004
-29,482
453
$125K 0.01%
+11,805
454
– –
-7,080
455
– –
-5,553
456
– –
-2,645
457
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-3,786
458
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-2,094
459
– –
-6,451
460
– –
-9,744
461
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-43,000
462
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-2,245
463
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-5,937
464
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-3,162
465
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-4,534
466
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-18,972
467
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-3,470
468
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-3,817
469
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-1,703
470
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-39,668
471
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-3,847
472
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-4,697
473
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-1,942
474
– –
-10,666
475
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-12,296
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