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
$534M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.44M
3
+$7.25M
4
AAPL icon
Apple
AAPL
+$7.01M
5
VIAB
Viacom Inc. Class B
VIAB
+$6.11M

Top Sells

1
+$6.43M
2
+$6.37M
3
+$1.61M
4
CELG
Celgene Corp
CELG
+$1.02M
5
QCOM icon
Qualcomm
QCOM
+$836K

Sector Composition

1 Technology 23.43%
2 Healthcare 11.71%
3 Financials 11.31%
4 Communication Services 10.37%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.31%
12,711
-74
77
$1.65M 0.31%
9,034
-500
78
$1.62M 0.3%
16,094
-4
79
$1.61M 0.3%
140,510
-4,200
80
$1.61M 0.3%
37,302
-2,044
81
$1.6M 0.3%
9,093
82
$1.6M 0.3%
70,630
-3,400
83
$1.59M 0.3%
7,565
+32
84
$1.57M 0.29%
21,060
+8,101
85
$1.55M 0.29%
33,231
+331
86
$1.53M 0.29%
15,096
-3,584
87
$1.52M 0.28%
14,670
+4,015
88
$1.49M 0.28%
18,443
-1,636
89
$1.48M 0.28%
14,230
+149
90
$1.48M 0.28%
23,139
+393
91
$1.43M 0.27%
35,469
-5,683
92
$1.43M 0.27%
5,776
+1,575
93
$1.41M 0.26%
22,354
-1,403
94
$1.41M 0.26%
18,848
-371
95
$1.4M 0.26%
25,004
+668
96
$1.36M 0.26%
11,988
+191
97
$1.31M 0.25%
13,781
+25
98
$1.31M 0.25%
11,150
-489
99
$1.3M 0.24%
22,002
+1,612
100
$1.29M 0.24%
7,329
-76
2 3
4
5 6