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
$869M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.02M
3
+$3.31M
4
DIS icon
Walt Disney
DIS
+$2.39M
5
TEAM icon
Atlassian
TEAM
+$2.3M

Top Sells

1
+$6.92M
2
+$6.27M
3
+$6.1M
4
ASML icon
ASML
ASML
+$1.28M
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
51
$3.88M 0.45%
76,390
+8,183
52
$3.88M 0.45%
2,816
-74
53
$3.82M 0.44%
42,306
-1,200
54
$3.82M 0.44%
6,628
-938
55
$3.81M 0.44%
9,748
+2,212
56
$3.7M 0.43%
9,145
-311
57
$3.67M 0.42%
69,655
+9,095
58
$3.65M 0.42%
22,605
+5,132
59
$3.61M 0.42%
12,640
-608
60
$3.61M 0.42%
55,443
-577
61
$3.58M 0.41%
33,581
+8,454
62
$3.56M 0.41%
32,988
+1,332
63
$3.5M 0.4%
93,167
+12,303
64
$3.39M 0.39%
12,951
+6,090
65
$3.31M 0.38%
+57,589
66
$3.21M 0.37%
39,879
-756
67
$3.17M 0.37%
14,079
+2
68
$3.15M 0.36%
15,047
-467
69
$3.1M 0.36%
18,848
+1,003
70
$3.05M 0.35%
5,344
-191
71
$3.03M 0.35%
41,421
-677
72
$2.94M 0.34%
27,102
-3,785
73
$2.93M 0.34%
7,747
+3,293
74
$2.91M 0.33%
22,579
-5,099
75
$2.89M 0.33%
54,277
+7,880
1 2
3
4 5