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
101
$1.26M 0.24%
4,476
-41
102
$1.23M 0.23%
17,285
-1,834
103
$1.2M 0.23%
7,951
104
$1.18M 0.22%
8,647
-4,678
105
$1.15M 0.21%
8,205
-3,387
106
$1.14M 0.21%
14,369
-344
107
$1.14M 0.21%
7,218
+137
108
$1.13M 0.21%
21,911
-1,965
109
$1.08M 0.2%
29,083
-24
110
$1.04M 0.2%
14,615
-249
111
$1.03M 0.19%
52,750
-4,725
112
$1.01M 0.19%
11,576
+1,201
113
$1.01M 0.19%
30,599
+2,344
114
$986K 0.18%
17,979
-279
115
$971K 0.18%
2,722
-6
116
$964K 0.18%
59,940
-4,304
117
$952K 0.18%
8,418
118
$938K 0.18%
133,455
+19,160
119
$903K 0.17%
21,111
-4,971
120
$850K 0.16%
28,250
+1,110
121
$836K 0.16%
21,136
-4,400
122
$814K 0.15%
2,335
+433
123
$808K 0.15%
16,779
-3,912
124
$802K 0.15%
8,800
-1,154
125
$793K 0.15%
26,453
-400
3 4
5
6 7