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
76
$2.84M 0.33%
11,539
+3
77
$2.79M 0.32%
35,827
-1,508
78
$2.79M 0.32%
23,613
+1,237
79
$2.77M 0.32%
5,380
-305
80
$2.77M 0.32%
42,010
+7,941
81
$2.58M 0.3%
55,499
+45,415
82
$2.57M 0.3%
1,083
-12
83
$2.57M 0.3%
536
84
$2.54M 0.29%
5,970
-564
85
$2.47M 0.28%
64,991
-17,587
86
$2.46M 0.28%
10,609
+2,430
87
$2.44M 0.28%
48,882
+40,639
88
$2.43M 0.28%
30,290
+2,184
89
$2.36M 0.27%
15,303
-161
90
$2.35M 0.27%
21,321
-6,324
91
$2.32M 0.27%
18,526
+2,875
92
$2.25M 0.26%
8,700
+3,669
93
$2.23M 0.26%
13,406
-925
94
$2.21M 0.25%
+132,901
95
$2.18M 0.25%
17,085
-3,648
96
$2.16M 0.25%
36,767
-117,591
97
$2.16M 0.25%
3,784
-166
98
$2.16M 0.25%
12,018
+908
99
$2.13M 0.25%
16,735
+2,141
100
$2.12M 0.24%
28,279
+7,701
2 3
4
5 6