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
$534M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.44M
3
+$7.25M
4
AAPL icon
Apple
AAPL
+$7.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.11M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$1.61M
4
CELG
Celgene Corp
CELG
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$836K

Sector Composition

1 Technology 23.43%
2 Healthcare 11.71%
3 Financials 11.31%
4 Communication Services 10.37%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 1.25%
343,077
-3,803
27
$6.11M 1.14%
+217,607
28
$5.3M 0.99%
61,899
+7,359
29
$5.26M 0.99%
31,567
+3,140
30
$4.86M 0.91%
123,769
31
$4.85M 0.91%
127,483
+2,229
32
$4.36M 0.82%
27,881
-8
33
$3.57M 0.67%
2,044
+14
34
$3.56M 0.67%
1,285
35
$3.51M 0.66%
17,451
-2,445
36
$3.45M 0.65%
19,620
-330
37
$3.4M 0.64%
18,095
+2,509
38
$3.38M 0.63%
17,595
+6,840
39
$3.33M 0.62%
57,490
-2,710
40
$3.06M 0.57%
42,502
+61
41
$3M 0.56%
27,049
-43
42
$2.96M 0.55%
21,099
-1,508
43
$2.89M 0.54%
139,900
-3,610
44
$2.87M 0.54%
3,969
-65
45
$2.85M 0.53%
39,341
-220
46
$2.72M 0.51%
41,874
47
$2.68M 0.5%
+19,300
48
$2.64M 0.49%
11,200
-43
49
$2.62M 0.49%
63,470
-1,520
50
$2.56M 0.48%
42,085
-996
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