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
$825M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.2M
3
+$6.01M
4
EPAM icon
EPAM Systems
EPAM
+$2.83M
5
CMI icon
Cummins
CMI
+$1.97M

Top Sells

1
+$6.66M
2
+$5.58M
3
+$2.34M
4
AAPL icon
Apple
AAPL
+$2.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.64M

Sector Composition

1 Technology 32.49%
2 Healthcare 10.41%
3 Financials 9.72%
4 Consumer Discretionary 8.56%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.94M 0.48%
27,678
-1,525
52
$3.88M 0.47%
14,077
-5
53
$3.87M 0.47%
34,258
-71
54
$3.79M 0.46%
25,970
-1,720
55
$3.57M 0.43%
31,656
+830
56
$3.53M 0.43%
68,207
+6,669
57
$3.45M 0.42%
9,456
-616
58
$3.3M 0.4%
30,887
-3,578
59
$3.25M 0.39%
60,560
-160
60
$3.25M 0.39%
82,578
-4,657
61
$3.2M 0.39%
15,514
-31
62
$3.16M 0.38%
13,248
-428
63
$3.09M 0.37%
27,645
+72
64
$3.08M 0.37%
42,098
-12,565
65
$3.02M 0.37%
7,536
-16,624
66
$3.01M 0.36%
5,685
-132
67
$3M 0.36%
20,733
-2,948
68
$2.97M 0.36%
80,864
+12,692
69
$2.96M 0.36%
17,845
-2,097
70
$2.94M 0.36%
37,335
+511
71
$2.9M 0.35%
11,536
-1,989
72
$2.88M 0.35%
17,473
+1,393
73
$2.85M 0.35%
40,635
-6,626
74
$2.83M 0.34%
+5,535
75
$2.74M 0.33%
15,464
-179
1 2
3
4 5