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
26
$6.25M 0.76%
60,783
-1,170
27
$6.23M 0.75%
44,465
+252
28
$6.23M 0.75%
167,373
-134
29
$6.04M 0.73%
141,473
-808
30
$6.01M 0.73%
61,024
-755
31
$6.01M 0.73%
+86,718
32
$5.75M 0.7%
25,058
+986
33
$5.54M 0.67%
48,224
-1,439
34
$5.38M 0.65%
20,257
35
$5.27M 0.64%
242,598
+2,574
36
$5.27M 0.64%
30,640
-1,080
37
$5.27M 0.64%
123,769
38
$5.21M 0.63%
25,248
-355
39
$5.09M 0.62%
21,769
-4
40
$5.08M 0.61%
20,606
-991
41
$4.99M 0.6%
36,997
+306
42
$4.9M 0.59%
33,180
-2,569
43
$4.85M 0.59%
3,114
-49
44
$4.54M 0.55%
15,400
-3,646
45
$4.43M 0.54%
7,566
-60
46
$4.31M 0.52%
56,020
-1,880
47
$4.27M 0.52%
43,506
-917
48
$4.14M 0.5%
12,988
-830
49
$4.05M 0.49%
11,419
+13
50
$4M 0.48%
2,890
-76
1
2
3 4 5