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
26
$6.39M 0.61%
43,592
+1,662
27
$6.25M 0.59%
55,596
-5,574
28
$6.12M 0.58%
41,602
+2,743
29
$6.03M 0.57%
168,331
+162,005
30
$5.85M 0.56%
74,689
-9,803
31
$5.83M 0.55%
+114,202
32
$5.7M 0.54%
+16,110
33
$5.48M 0.52%
15,616
+384
34
$5.45M 0.52%
15,398
-413
35
$5.38M 0.51%
116,749
+4,314
36
$5.36M 0.51%
142,431
+3,088
37
$5.23M 0.5%
52,331
-2,286
38
$5.2M 0.49%
121,093
-2,676
39
$5.19M 0.49%
3,304
+1,115
40
$4.94M 0.47%
25,569
-444
41
$4.84M 0.46%
51,480
+31,063
42
$4.79M 0.46%
+29,002
43
$4.77M 0.45%
20,171
-479
44
$4.71M 0.45%
16,625
-353
45
$4.69M 0.45%
26,217
+3,022
46
$4.63M 0.44%
155,959
-47,105
47
$4.59M 0.44%
8,722
-196
48
$4.57M 0.43%
11,162
+465
49
$4.53M 0.43%
81,640
-12,270
50
$4.46M 0.42%
32,736
-3,378
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