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
$919M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.19M
3
+$5.91M
4
SWKS icon
Skyworks Solutions
SWKS
+$4.77M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.19M

Top Sells

1
+$7.96M
2
+$7.38M
3
+$6.48M
4
DFS
Discover Financial Services
DFS
+$4.71M
5
DAL icon
Delta Air Lines
DAL
+$1.39M

Sector Composition

1 Technology 30.86%
2 Financials 9.47%
3 Healthcare 9%
4 Communication Services 6.96%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.87M 0.64%
84,492
-1,744
27
$5.85M 0.64%
171,030
-576
28
$5.84M 0.64%
105,729
+2,314
29
$5.73M 0.62%
45,049
+940
30
$5.66M 0.62%
65,555
-8,428
31
$5.57M 0.61%
182,903
+1,209
32
$5.52M 0.6%
60,740
-6,782
33
$5.12M 0.56%
38,859
-10,244
34
$5.02M 0.55%
102,554
+33,882
35
$4.92M 0.53%
112,435
-11,179
36
$4.82M 0.52%
83,115
-1,037
37
$4.75M 0.52%
15,811
+2,657
38
$4.68M 0.51%
93,910
+17,570
39
$4.68M 0.51%
15,232
+1,766
40
$4.65M 0.51%
36,114
-3,242
41
$4.62M 0.5%
139,343
-30,922
42
$4.54M 0.49%
13,993
-383
43
$4.5M 0.49%
8,918
+74
44
$4.41M 0.48%
31,667
+465
45
$4.28M 0.47%
26,013
-368
46
$4.24M 0.46%
40,085
+37,792
47
$4.18M 0.45%
16,978
+3,155
48
$4.16M 0.45%
55,932
+7,554
49
$4.07M 0.44%
20,650
50
$4.05M 0.44%
42,914
+1,177
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