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
76
$2.72M 0.33%
15,479
-194
77
$2.7M 0.33%
25,127
-295
78
$2.68M 0.32%
6,534
-204
79
$2.67M 0.32%
536
80
$2.59M 0.31%
22,376
-54
81
$2.48M 0.3%
46,397
+7,952
82
$2.4M 0.29%
1,095
-234
83
$2.31M 0.28%
14,331
-251
84
$2.31M 0.28%
51,109
+480
85
$2.3M 0.28%
34,069
-376
86
$2.28M 0.28%
28,106
+3,147
87
$2.07M 0.25%
1,745
-47
88
$1.99M 0.24%
3,950
-62
89
$1.98M 0.24%
11,110
-2,063
90
$1.97M 0.24%
+8,058
91
$1.95M 0.24%
22,541
+10,538
92
$1.94M 0.24%
18,983
+1,180
93
$1.94M 0.24%
15,651
-4,783
94
$1.94M 0.23%
5,070
+71
95
$1.89M 0.23%
70,944
+1,442
96
$1.86M 0.23%
5,099
-1,843
97
$1.86M 0.23%
56,436
-1,792
98
$1.84M 0.22%
14,594
+144
99
$1.8M 0.22%
52,620
-1,936
100
$1.77M 0.21%
8,179
-147
2 3
4
5 6