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MYIA

Mount Yale Investment Advisors Portfolio holdings

AUM $4.21B
1-Year Est. Return 21.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$4.13M
3
+$3.53M
4
DIS icon
Walt Disney
DIS
+$2.52M
5
HTGC icon
Hercules Capital
HTGC
+$2.26M

Top Sells

1
+$6.7M
2
+$6.53M
3
+$6.52M
4
ASML icon
ASML
ASML
+$1.36M
5
FTNT icon
Fortinet
FTNT
+$1.21M

Sector Composition

1 Technology 31.48%
2 Financials 10.77%
3 Healthcare 10.71%
4 Consumer Discretionary 8.22%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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479
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481
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482
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-2,094
483
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-6,451
484
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485
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486
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487
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488
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-1,807
489
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-5,013
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