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
$558M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.96M
3
+$4.43M
4
GLD icon
SPDR Gold Trust
GLD
+$3.3M
5
AAPL icon
Apple
AAPL
+$3.01M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$3.44M
4
DAL icon
Delta Air Lines
DAL
+$3.43M
5
ALLY icon
Ally Financial
ALLY
+$3.38M

Sector Composition

1 Technology 28.83%
2 Healthcare 13.67%
3 Financials 9.96%
4 Communication Services 9.17%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 0.85%
121,940
-27,193
27
$4.65M 0.83%
14,789
-363
28
$4.61M 0.83%
48,580
+320
29
$4.54M 0.81%
14,539
+3,818
30
$4.43M 0.79%
+142,519
31
$4.38M 0.78%
21,515
+9,093
32
$4.35M 0.78%
22,522
+45
33
$4.22M 0.76%
59,780
-4,640
34
$4.05M 0.73%
15,686
-3,045
35
$3.93M 0.7%
25,635
+2,344
36
$3.91M 0.7%
20,379
+399
37
$3.84M 0.69%
36,778
-1,075
38
$3.83M 0.69%
115,552
-5,924
39
$3.77M 0.68%
123,769
40
$3.74M 0.67%
17,412
+100
41
$3.62M 0.65%
26,260
+11,980
42
$3.6M 0.65%
3,655
+223
43
$3.56M 0.64%
14,191
-1,669
44
$3.32M 0.59%
23,185
-599
45
$3.3M 0.59%
+19,728
46
$3.21M 0.57%
28,776
-1,719
47
$3.09M 0.55%
31,488
+4,738
48
$2.96M 0.53%
42,338
+23,126
49
$2.96M 0.53%
30,281
+16,006
50
$2.95M 0.53%
36,848
+4,175
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