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
$534M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.44M
3
+$7.25M
4
AAPL icon
Apple
AAPL
+$7.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.11M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$1.61M
4
CELG
Celgene Corp
CELG
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$836K

Sector Composition

1 Technology 23.43%
2 Healthcare 11.71%
3 Financials 11.31%
4 Communication Services 10.37%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.48%
48,003
-579
52
$2.39M 0.45%
29,860
-297
53
$2.39M 0.45%
58,240
-1,471
54
$2.35M 0.44%
8,577
-44
55
$2.31M 0.43%
22,254
+6,134
56
$2.3M 0.43%
47,605
-3,683
57
$2.27M 0.42%
18,489
-121
58
$2.22M 0.42%
147,625
59
$2.22M 0.42%
58,595
-835
60
$2.15M 0.4%
27,907
-629
61
$2.12M 0.4%
26,312
-221
62
$2.12M 0.4%
22,234
-1
63
$2.11M 0.4%
20,115
+15
64
$2.07M 0.39%
17,391
+6,408
65
$2.01M 0.38%
21,885
+348
66
$1.94M 0.36%
15,127
-274
67
$1.93M 0.36%
34,630
68
$1.86M 0.35%
22,988
-2,426
69
$1.85M 0.35%
78,272
-212
70
$1.81M 0.34%
70,605
+289
71
$1.77M 0.33%
32,886
-2,982
72
$1.73M 0.32%
7,107
+31
73
$1.7M 0.32%
10,168
-2,434
74
$1.7M 0.32%
22,969
-1,037
75
$1.67M 0.31%
41,202
-2,667
1 2
3
4 5