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
101
$1.32M 0.24%
13,511
+6
102
$1.3M 0.23%
40,495
+16,964
103
$1.28M 0.23%
13,781
104
$1.27M 0.23%
9,120
+2,918
105
$1.23M 0.22%
6,035
+856
106
$1.16M 0.21%
104,899
+28,053
107
$1.16M 0.21%
11,485
+675
108
$1.15M 0.21%
10,766
+5,747
109
$1.15M 0.21%
16,748
-2,215
110
$1.15M 0.21%
6,428
+931
111
$1.14M 0.2%
6,798
+2,079
112
$1.13M 0.2%
8,914
-15,511
113
$1.12M 0.2%
6,656
-345
114
$1.12M 0.2%
3,633
-25
115
$1.11M 0.2%
18,646
+1,994
116
$1.11M 0.2%
5,915
+603
117
$1.11M 0.2%
16,028
-1,042
118
$1.08M 0.19%
4,121
+581
119
$1.08M 0.19%
69,418
+13,838
120
$1.06M 0.19%
40,215
-6,550
121
$1.06M 0.19%
11,543
+1,736
122
$1.05M 0.19%
+6,710
123
$1.04M 0.19%
50,216
+8,228
124
$1.04M 0.19%
7,430
-424
125
$1.03M 0.19%
9,723
-1,301
3 4
5
6 7