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
451
$235K 0.02%
+743
452
$235K 0.02%
10,892
+3
453
$232K 0.02%
2,284
-28
454
$231K 0.02%
441
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456
$230K 0.02%
5,544
-2,223
457
$228K 0.02%
2,551
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459
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460
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461
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9,656
-11,421
462
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463
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+17,068
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465
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639
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466
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467
$208K 0.02%
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468
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470
$205K 0.02%
21,919
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471
$204K 0.02%
621
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$204K 0.02%
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473
$204K 0.02%
8,267
-3,990
474
$188K 0.02%
16,503
-7,213
475
$177K 0.02%
11,212
-6,078
17 18
19
20 21