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
76
$1.84M 0.33%
9,535
-45
77
$1.82M 0.33%
23,380
+16,521
78
$1.75M 0.31%
18,627
+3,629
79
$1.75M 0.31%
536
80
$1.73M 0.31%
17,286
-743
81
$1.71M 0.31%
73,742
+61
82
$1.64M 0.29%
30,278
-1,540
83
$1.63M 0.29%
9,500
+370
84
$1.62M 0.29%
35,552
-970
85
$1.59M 0.29%
22,158
-2,233
86
$1.57M 0.28%
21,306
+2,488
87
$1.56M 0.28%
65,136
-10,868
88
$1.56M 0.28%
11,365
-1,644
89
$1.54M 0.28%
11,004
-246
90
$1.53M 0.27%
6,563
-360
91
$1.51M 0.27%
+15,039
92
$1.5M 0.27%
10,763
+6,740
93
$1.5M 0.27%
11,735
+861
94
$1.49M 0.27%
3,277
+458
95
$1.48M 0.26%
20,087
-1,497
96
$1.42M 0.25%
26,891
-6,723
97
$1.4M 0.25%
45,018
+5,822
98
$1.39M 0.25%
147,625
99
$1.38M 0.25%
25,016
-4,130
100
$1.37M 0.25%
27,188
-3,192
2 3
4
5 6