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
$542M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$2.53M
3
+$1.83M
4
MPC icon
Marathon Petroleum
MPC
+$1.59M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.41M

Top Sells

1
+$8.76M
2
+$1.96M
3
+$1.86M
4
CMCSA icon
Comcast
CMCSA
+$1.48M
5
PEP icon
PepsiCo
PEP
+$1.33M

Sector Composition

1 Technology 23.53%
2 Healthcare 12.42%
3 Financials 11.45%
4 Communication Services 11.01%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.45%
19,085
+1,694
52
$2.4M 0.44%
40,800
-1,285
53
$2.38M 0.44%
30,292
-12,210
54
$2.35M 0.43%
8,563
-14
55
$2.29M 0.42%
55,455
-2,785
56
$2.25M 0.42%
147,625
57
$2.25M 0.42%
14,704
-423
58
$2.25M 0.41%
26,536
-3,324
59
$2.23M 0.41%
22,904
+670
60
$2.2M 0.41%
11,111
-6,340
61
$2.19M 0.41%
47,924
+319
62
$2.16M 0.4%
57,375
-1,220
63
$2.08M 0.38%
27,436
-471
64
$2.03M 0.37%
35,154
+524
65
$1.93M 0.36%
15,976
-118
66
$1.91M 0.35%
9,348
+6,911
67
$1.9M 0.35%
21,102
-783
68
$1.87M 0.35%
20,241
+126
69
$1.87M 0.34%
22,993
+5
70
$1.86M 0.34%
69,507
-1,098
71
$1.85M 0.34%
7,440
-125
72
$1.82M 0.34%
16,878
+1,782
73
$1.8M 0.33%
9,684
+7,471
74
$1.78M 0.33%
80,968
+2,696
75
$1.77M 0.33%
14,302
-368
1 2
3
4 5