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
$558M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.96M
3
+$4.43M
4
GLD icon
SPDR Gold Trust
GLD
+$3.3M
5
AAPL icon
Apple
AAPL
+$3.01M

Top Sells

1
+$4.96M
2
+$3.69M
3
+$3.44M
4
DAL icon
Delta Air Lines
DAL
+$3.43M
5
ALLY icon
Ally Financial
ALLY
+$3.38M

Sector Composition

1 Technology 28.83%
2 Healthcare 13.67%
3 Financials 9.96%
4 Communication Services 9.17%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.52%
51,183
+810
52
$2.84M 0.51%
55,545
+545
53
$2.78M 0.5%
48,493
+7,632
54
$2.72M 0.49%
12,614
+3,454
55
$2.7M 0.48%
10,549
-1,360
56
$2.63M 0.47%
6,037
+1,653
57
$2.57M 0.46%
14,748
+1,690
58
$2.55M 0.46%
7,739
+795
59
$2.55M 0.46%
41,884
+590
60
$2.54M 0.45%
37,120
+2,289
61
$2.52M 0.45%
10,171
+9,043
62
$2.46M 0.44%
+23,581
63
$2.37M 0.42%
8,022
-1,311
64
$2.37M 0.42%
2,944
+98
65
$2.36M 0.42%
66,330
-8,250
66
$2.29M 0.41%
60,145
+8,967
67
$2.22M 0.4%
1,392
-452
68
$2.19M 0.39%
6,043
-1,301
69
$2.16M 0.39%
+26,007
70
$2.1M 0.38%
16,664
+2,464
71
$2.1M 0.38%
53,168
-5,588
72
$2.06M 0.37%
22,535
+1,622
73
$1.95M 0.35%
38,605
-300
74
$1.91M 0.34%
33,451
-26,824
75
$1.86M 0.33%
13,203
+2,210
1 2
3
4 5