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
$1.05B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.3M
3
+$8M
4
NEE icon
NextEra Energy
NEE
+$7.56M
5
AAPL icon
Apple
AAPL
+$7.07M

Top Sells

1
+$7.88M
2
+$7.59M
3
+$6.02M
4
FE icon
FirstEnergy
FE
+$5.85M
5
FIS icon
Fidelity National Information Services
FIS
+$5.84M

Sector Composition

1 Technology 29.91%
2 Financials 9.37%
3 Healthcare 7.58%
4 Consumer Discretionary 6.36%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.43M 0.42%
122,682
-45,482
52
$4.38M 0.42%
45,196
-20,359
53
$4.21M 0.4%
53,307
-2,625
54
$4.21M 0.4%
12,438
-331
55
$4.19M 0.4%
5,540
-125
56
$4.17M 0.4%
20,796
-257
57
$4.13M 0.39%
17,346
+2,714
58
$4.11M 0.39%
25,796
-5,871
59
$4.02M 0.38%
53,316
+16,031
60
$4M 0.38%
13,747
-246
61
$3.99M 0.38%
35,042
+1,799
62
$3.96M 0.38%
24,230
-110
63
$3.93M 0.37%
73,103
-63,809
64
$3.81M 0.36%
125,275
-57,628
65
$3.81M 0.36%
19,917
-118
66
$3.75M 0.36%
536
67
$3.73M 0.35%
75,290
-5,280
68
$3.72M 0.35%
49,505
+30,905
69
$3.68M 0.35%
52,252
+28,301
70
$3.67M 0.35%
19,122
-2,055
71
$3.66M 0.35%
34,930
+717
72
$3.66M 0.35%
14,046
-297
73
$3.59M 0.34%
68,569
-4,649
74
$3.55M 0.34%
22,907
-303
75
$3.54M 0.34%
32,692
+24,932
1 2
3
4 5