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
76
$3.49M 0.33%
31,685
+6,183
77
$3.38M 0.32%
24,855
-15,230
78
$3.29M 0.31%
21,018
-637
79
$3.29M 0.31%
13,250
+5,184
80
$3.24M 0.31%
8,396
-260
81
$3.21M 0.31%
59,629
-10,454
82
$3.05M 0.29%
33,776
+1,757
83
$3M 0.29%
13,657
-247
84
$2.97M 0.28%
40,819
+661
85
$2.95M 0.28%
5,150
-79
86
$2.91M 0.28%
8,400
-9
87
$2.88M 0.27%
120,794
-3,595
88
$2.82M 0.27%
16,612
+1,847
89
$2.82M 0.27%
+35,610
90
$2.78M 0.26%
21,720
-1,530
91
$2.72M 0.26%
32,432
+391
92
$2.65M 0.25%
12,606
+834
93
$2.63M 0.25%
25,003
+4
94
$2.61M 0.25%
25,890
+2,351
95
$2.6M 0.25%
15,301
-46,329
96
$2.6M 0.25%
23,300
+2,650
97
$2.58M 0.24%
13,717
+675
98
$2.51M 0.24%
23,051
+220
99
$2.51M 0.24%
6,116
-5
100
$2.51M 0.24%
37,282
-19,229
2 3
4
5 6